0001898475-25-000006.txt : 20251125 0001898475-25-000006.hdr.sgml : 20251125 20251125114710 ACCESSION NUMBER: 0001898475-25-000006 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20251125 DATE AS OF CHANGE: 20251125 EFFECTIVENESS DATE: 20251125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Suma Wealth, Inc. CENTRAL INDEX KEY: 0001898475 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-564991 FILM NUMBER: 251516612 BUSINESS ADDRESS: STREET 1: 1023 MAPLE STREET CITY: SANTA MONICA STATE: CA ZIP: 90405 BUSINESS PHONE: 805-298-0055 MAIL ADDRESS: STREET 1: 1023 MAPLE STREET CITY: SANTA MONICA STATE: CA ZIP: 90405 D 1 primary_doc.xml X0708 D LIVE 0001898475 Suma Wealth, Inc. 1023 MAPLE STREET SANTA MONICA CA CALIFORNIA 90405 805-298-0055 DELAWARE Podera Financial, Inc. None Corporation true Beatriz Acevedo c/o Suma Wealth, 1023 Maple Street SANTA MONICA CA CALIFORNIA 90405 Executive Officer Director Promoter Xavier Gutierrez c/o Suma Wealth, 1023 Maple Street SANTA MONICA CA CALIFORNIA 90405 Director Dan Skaff c/o Suma Wealth, 1023 Maple Street SANTA MONICA CA CALIFORNIA 90405 Director Samara Meija Hernandez c/o Suma Wealth, 1023 Maple Street SANTA MONICA CA CALIFORNIA 90405 Director Daniella Corrente c/o Suma Wealth, 1023 Maple Street SANTA MONICA CA CALIFORNIA 90405 Executive Officer Mary Hernandez c/o Suma Wealth, 1023 Maple Street SANTA MONICA CA CALIFORNIA 90405 Executive Officer Guillermo Diaz c/o Suma Wealth, 1023 Maple Street SANTA MONICA CA CALIFORNIA 90405 Director Other Decline to Disclose 06b false 2025-11-12 false true false 0 6850500 5575497 1275003 The total amount sold includes $1,824,994.92 from the issuance of stock upon the conversion of outstanding convertible securities. false 22 0 0 0 false Suma Wealth, Inc. /s/ Beatriz Acevedo Beatriz Acevedo Chief Executive Officer 2025-11-25