0002028285-26-000002.txt : 20260209 0002028285-26-000002.hdr.sgml : 20260209 20260209172536 ACCESSION NUMBER: 0002028285-26-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20260209 DATE AS OF CHANGE: 20260209 EFFECTIVENESS DATE: 20260209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CU WealthNext, LLC CENTRAL INDEX KEY: 0002028285 ORGANIZATION NAME: EIN: 933508004 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-517479 FILM NUMBER: 26612576 BUSINESS ADDRESS: STREET 1: 580 NORTH MAIN STREET CITY: FRANKENMUTH STATE: MI ZIP: 48734 BUSINESS PHONE: 248-571-8343 MAIL ADDRESS: STREET 1: 580 NORTH MAIN STREET CITY: FRANKENMUTH STATE: MI ZIP: 48734 D/A 1 primary_doc.xml X0708 D/A LIVE 0002028285 CU WealthNext, LLC 580 NORTH MAIN STREET FRANKENMUTH MI MICHIGAN 48734 248-571-8343 DELAWARE None None Limited Liability Company true 2023 Joshua Herman 580 North Main Street Frankenmuth MI MICHIGAN 48734 Executive Officer Other Banking and Financial Services Decline to Disclose 06b true 0002028285-25-000001 2023-11-21 true true false 100000 Olden Lane Securites, LLC 173847 Olden Lane Securities LLC 173847 100 Somerset Corporate Blvd Suite 101-2nd Floor Bridgewater NJ NEW JERSEY 08807 All States false 35000000 18500000 16500000 false 5 25000 0 0 false CU WealthNext, LLC Joshua Herman Joshua Herman Chief Executive Officer 2026-02-09