Strategic Wealth, LLC is a venture capital fund based in Price, Utah. According to its most recent Form D, filed Mar 22, 2023, it has sold $800,000 of interests to 8 investors since its first sale in Oct 2022. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Jake Mellor; a Utah limited liability company Strategic Wealth Solutions, LLC.
- Total raised
- $800,000Cumulative sales reported on Form D
- Investors
- 8
- First sale
- Oct 12, 2022
- Minimum investment
- $100,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Jake Mellor; a Utah limited liability company Strategic Wealth Solutions, LLC
- Latest Form D
- Mar 22, 2023
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Strategic Wealth, LLC
What is the minimum investment for Strategic Wealth, LLC?
According to its latest Form D, filed Mar 22, 2023, the minimum investment Strategic Wealth, LLC accepts from an outside investor is $100,000.
Who can invest in Strategic Wealth, LLC?
Strategic Wealth, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Strategic Wealth, LLC raised?
Strategic Wealth, LLC reports $800,000 sold from 8 investors on its Form D filed Mar 22, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Strategic Wealth, LLC based?
Strategic Wealth, LLC is based in Price, Utah.
When did Strategic Wealth, LLC launch?
Strategic Wealth, LLC reports its first sale in Oct 2022.
Size compared with every venture capital fund
Raised more than 29% of the 115 venture capital funds based in Utah, and more than 57% of all 14,800 that report sales.