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Wealthramp, Inc.

Updated Oct 29, 2026·Latest SEC filing Sep 11, 2024·Suggest an edit

About Wealthramp

Wealthramp is a private company based in Osterville, Massachusetts. It has reported $1,380,000 raised in two offerings on Form D since August 2019. Its chief executive is Pamela Krueger.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Sep 9, 2022Sep 13, 2022amended Sep 11, 2024$350,000of $3.0M target2$175KEquity, Debt, Options, Securities on exercise, Simple Agreement for Future Equity (SAFE)Rule 506(b)Form D/A ↗2 earlier filings
Jul 25, 2019Aug 1, 2019amended Jul 19, 2021$1,030,000of $1.5M target16$64,375Debt, Options, Securities on exerciseRule 506(b)Form D/A ↗2 earlier filings
Total, two offerings$1,380,000

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Wealthramp's Form D filed Sep 11, 2024.

PK
Pamela Krueger
Chief Executive Officer and director
DP
CH
DW
Diane Woolf
Executive officer
DK
Daniel Kern
Director
RD

Sources

  1. SECWealthramp, Inc. Form D/A, filed Sep 13, 2023
  2. SECWealthramp, Inc. Form D, filed Sep 13, 2022
  3. SECWealthramp, Inc. Form D/A, filed Jul 21, 2020
  4. SECWealthramp, Inc. Form D, filed Aug 1, 2019
  5. SECWealthramp, Inc. filing history