Planet Wealth, Inc.

Pending Qualification
CIK: 1747101•DE•Tier2

Equity (common or preferred stock) · Audited · Financial Services · SIC 6799

$15M
Qualified
maximum offering price, as qualified
—
Reported Sold
no 1-K or 1-Z states a sold amount
2
Filings
across 1 offering

Equity Classes

TypeClassOutstandingCUSIPPublicly Traded
commonCommon Stock40,809,77772706N105N.A.
debtN.A.000000N.A.N.A.
preferredSeries B Preferred Stock197,104—N.A.
preferredSeries C Preferred Stock100,000—N.A.
preferredSeries D Preferred Stock520,000—N.A.
preferredSeries F Preferred Stock847,070—N.A.
preferredSeries G Preferred Stock103,500—N.A.

Service Providers

RoleProvider
auditorPrager Metis CPAs
blue skyRobert Brantl, Esq.
finderNA
legalRobert Brantl, Esq.
promoterNA
sales commissionNA
underwriterNA

Offerings

File NumberFilingsFirst FiledLast FiledPrice/SecuritySecurities OfferedOutstandingAggregate OfferingIssuer PortionSelling HoldersPrior 12mo QualifiedConcurrent OfferingEstimated NetWithdrawn
024-1236522023-11-292024-03-14$7.502,000,00040,809,777$15M$14M$958K$0$0$13.5M2024-07-23
Embarc dashboard

Operations, the balance sheet and cash flows as filed, year by year — the filer's own captions, not a mapped chart of accounts — plus the tagged figures from every Form 1-A family filing, plotted on the dates they were actually reported. EDGAR still has each 1-K; the dashboard lays every year they filed next to it.

  • Every caption as the filer wrote it, across every annual report — not just the latest 1-K
  • Tagged reported figures across every filing — revenue, assets, cash — with a sparkline on the actual filing dates
  • A sparkline on each annual-statement line, so the shape is visible before the figures
  • A revenue series dated to the filings that reported it
  • A filing history that says what each document contributed, not only that it exists
  • Follow it, and see it change on your watchlist
Open in the dashboard
External link: SEC Filings