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Williams & Smith Wealth Building Network

Updated Oct 27, 2026·Latest SEC filing Jul 10, 2025·Suggest an edit

About Williams & Smith Wealth Building Network

Williams & Smith Wealth Building Network is a private company based in Walnut Creek, California, incorporated in 2021 in California. It has reported $117,500,000 raised in two offerings on Form D since March 2021.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Jul 10, 2025Jul 10, 2025$110,000,000fully sold1$110.0MEquityRule 506(b)Form D ↗
Mar 23, 2021Mar 23, 2021$7,500,000fully sold1$7.5MEquityRule 506(b)Form D ↗
Total, two offerings$117,500,000

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 Williams & Smith Wealth Building Network's Form D filed Jul 10, 2025.

ML
Michael Lott
President

Sources

  1. SECWILLIAMS & SMITH WEALTH BUILDING NETWORK filing history