0002104211-26-000001.txt : 20260112 0002104211-26-000001.hdr.sgml : 20260112 20260112124859 ACCESSION NUMBER: 0002104211-26-000001 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: 20260112 DATE AS OF CHANGE: 20260112 EFFECTIVENESS DATE: 20260112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wheeler Branch Investments LLC CENTRAL INDEX KEY: 0002104211 ORGANIZATION NAME: EIN: 393282379 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-569608 FILM NUMBER: 26525764 BUSINESS ADDRESS: STREET 1: 321 SOUTH BOSTON AVENUE STREET 2: SUITE 200 CITY: TULSA STATE: OK ZIP: 74103 BUSINESS PHONE: (918) 636-5986 MAIL ADDRESS: STREET 1: 321 SOUTH BOSTON AVENUE STREET 2: SUITE 200 CITY: TULSA STATE: OK ZIP: 74103 D 1 primary_doc.xml X0708 D LIVE 0002104211 Wheeler Branch Investments LLC 321 SOUTH BOSTON AVENUE SUITE 200 TULSA OK OKLAHOMA 74103 (918) 636-5986 DELAWARE None None Limited Liability Company true 2025 Oppenheimer Development Properties, LLC 321 South Boston Avenue Suite 200 Tulsa OK OKLAHOMA 74103 Director Reed Oppenheimer 321 South Boston Avenue Suite 200 Tulsa OK OKLAHOMA 74103 Executive Officer Other Real Estate Decline to Disclose 06b false 2025-12-30 false true false 0 Metric Financial LLC 33324 Devery Cagle 2981159 131 Falls Street Suite 301 Greenville SC SOUTH CAROLINA 29601 FL FLORIDA GA GEORGIA NC NORTH CAROLINA SC SOUTH CAROLINA TX TEXAS false Metric Financial LLC 33324 Jack Grella 6757707 1180 W Peachtree St NW Suite 1910 Atlanta GA GEORGIA 30309 CA CALIFORNIA false Metric Financial LLC 33324 John Williams 4225657 1180 W Peachtree St NW Suite 1910 Atlanta GA GEORGIA 30309 AL ALABAMA FL FLORIDA GA GEORGIA PA PENNSYLVANIA false Metric Financial LLC 33324 Stephen Blumenthal 1264632 75 Valley Stream Parkway Suite 201 Malvern PA PENNSYLVANIA 19355 GA GEORGIA ID IDAHO false Great Point Capital LLC 114203 None None 200 West Jackson Blvd Suite 1000 Chicago IL ILLINOIS 60606 CA CALIFORNIA FL FLORIDA MD MARYLAND MI MICHIGAN MO MISSOURI NE NEBRASKA NV NEVADA NC NORTH CAROLINA VA VIRGINIA WI WISCONSIN false Madison Avenue Securities, LLC 23224 Joseph Quartucci 4522516 835 Main Street Building #200 Buda TX TEXAS 78610 TX TEXAS false Madison Avenue Securities, LLC 23224 Steven Perrmann 5873282 906 S. Kirkwood Rd Kirkwood MO MISSOURI 63122 CO COLORADO FL FLORIDA VA VIRGINIA false Madison Avenue Securities, LLC 23224 Mark Schreiber 2788289 906 S. Kirkwood Rd Kirkwood MO MISSOURI 63122 AZ ARIZONA false Arkadios Capital 282710 None None 2827 Peachtree Rd NE Suite 510 Atlanta GA GEORGIA 30305 AZ ARIZONA GA GEORGIA MI MICHIGAN NC NORTH CAROLINA false Realta Equities, Inc. 23769 Vincent Annable 1033573 17207 N Perimeter Drive #120 Scottsdale AZ ARIZONA 85255 AZ ARIZONA CA CALIFORNIA false Realta Equities, Inc. 23769 Todd Gottel 6413779 1100 W Campbell Road #203 Richardson TX TEXAS 75080 CA CALIFORNIA NJ NEW JERSEY TX TEXAS false Realta Equities, Inc. 23769 Richard Goodwin 2332035 1100 W Campbell Road #203 Richardson TX TEXAS 75080 CA CALIFORNIA NJ NEW JERSEY TX TEXAS false 12000000 11078288 921712 false 154 796200 0 1736600 true false Wheeler Branch Investments LLC Daniel D. Hamrin Daniel D. Hamrin Counsel 2026-01-12