PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:05 AM ET

Sponsor Check › Sponsor group

W

Wealthunion

One sponsor team, 25 deal companies · Dover, DE

Grouped because: 2 shared people, 3 shared management entities, similar issuer names (25) (automatic match from the filings) · not the same sponsor?

25deal companies
$15.9Mreported sold
267investors
29Form D filings
2021–2026active
2new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Sep 4, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Wealthunion is a sponsor group of 25 issuers that PartnerFacts links to one sponsor (shared management entity, similar issuer names, shared principal (person on 60+ issuers) at the same address or management entity, shared people, same person name on both filings; automatic match from the filings), filing 29 Form D filings between Nov 2021 and Sep 2026.

What this means One team, 25 deal companies, about 5 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $15.9M to 267 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (21), Investing (4). Issuers are based in DE (25).

What this means $15.9M raised across the group, about $60K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Cryptx Labs LLC (13 issuers, executive officer, entity), Jamie Shiller (9 issuers, executive officer, director, and promoter), Cryptx Labs LLC (3 issuers, director and promoter, entity), Hoang Phan (3 issuers, executive officer), Allocations Fund Administration, (2 issuers, executive officer, entity) and 1 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 2 new offerings in the last 12 months; latest filing Sep 4, 2026.

What this means still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 29 public filings for Wealthunion and found 13 differences, 1 worth asking the sponsor about: 9 Form Ds were filed more than 15 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Wealthunion has not run yet — it is joining a line of 46,814 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Wealthunion..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

13 differences found between the filings for Wealthunion — 1 worth asking about (compared 29 filings on Oct 24, 2026)

Note · Aug 16, 2024

Last filing Aug 16, 2024 with 0% of the target sold — WEALTHUNION XV A SERIES OF WEALTHUNION LLC

WEALTHUNION XV A SERIES OF WEALTHUNION LLC (last filing Aug 16, 2024; $0 sold of $250,000). There is no filing in more than two years and the last one reported under half the target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

WEALTHUNION XV A SERIES OF WEALTHUNION LLC — PartnerFacts page ↗EDGAR filer page ↗
Sources
Note · Nov 4, 2021 – Apr 21, 2023

1,976 other issuers file from the same address — 11 member issuers (WealthUnion III a series of WealthUnion Ventures LLC; WealthUnion II a series of WealthUnion Ventures LLC; WealthUnion I, a series of WealthUnion Ventures LLC; …)

The address on file, 8 The Green, Suite A, Dover, DE, is used by 1,987 issuers in our index across 268 sponsor groups; 1,976 are outside this group. It is on our registered-agent / shared-office list (registered agent / corporate services / fund administrator).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

WealthUnion III a series of WealthUnion Ventures LLC — PartnerFacts page ↗WealthUnion II a series of WealthUnion Ventures LLC — PartnerFacts page ↗WealthUnion I, a series of WealthUnion Ventures LLC — PartnerFacts page ↗EDGAR filer page · WealthUnion III a series of WealthUnion Ventures LLC ↗
Sources
Worth asking · Aug 13, 2021 – Apr 10, 2023

9 Form Ds were filed more than 15 days after the first sale

Form D filed 101 days after the first sale — WealthUnion IX a series of WealthUnion Ventures LLC · Form D filed 108 days after the first sale — WealthUnion V a series of WealthUnion Ventures LLC · Form D filed 234 days after the first sale — WealthUnion VIII a series of WealthUnion Ventures LLC · Form D filed 119 days after the first sale — WealthUnion I, a series of WealthUnion Ventures LLC · Form D filed 66 days after the first sale — WealthUnion III a series of WealthUnion Ventures LLC · and 4 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Apr 10, 2023 ↗WealthUnion IX a series of WealthUnion Ventures LLC — PartnerFacts page ↗Form D · Apr 10, 2023 ↗WealthUnion V a series of WealthUnion Ventures LLC — PartnerFacts page ↗
Sources
Note · Jan 3, 2024 – Nov 25, 2024

No amendment in the last 12 months on an offering that may still be open — WealthUnion Ventures XIII A Series of WealthUnion Ventures LLC (latest filing Nov 25, 2024)

The latest filing for this offering is dated Nov 25, 2024 (first sale Jan 3, 2024). It reports $0 sold of $150,614 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Nov 25, 2024 ↗WealthUnion Ventures XIII A Series of WealthUnion Ventures LLC — PartnerFacts page ↗
Sources
Note · Aug 16, 2024

No amendment in the last 12 months on an offering that may still be open — WEALTHUNION XV A SERIES OF WEALTHUNION LLC (latest filing Aug 16, 2024)

The latest filing for this offering is dated Aug 16, 2024 (first sale Aug 16, 2024). It reports $0 sold of $250,000 offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · Aug 16, 2024 ↗WEALTHUNION XV A SERIES OF WEALTHUNION LLC — PartnerFacts page ↗
Sources
Note · Jan 4, 2024 – Nov 25, 2024

Offering amount changed between filings — WealthUnion Ventures XIII A Series of WealthUnion Ventures LLC

The Jan 4, 2024 filing says $145,614 offered; the Nov 25, 2024 Form D/A says $150,614.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Jan 4, 2024 ↗Form D/A (later) · Nov 25, 2024 ↗WealthUnion Ventures XIII A Series of WealthUnion Ventures LLC — PartnerFacts page ↗
Sources
Note · Nov 30, 2023 – Jan 8, 2024

Offering amount changed between filings — WEALTHUNION XII A SERIES OF WEALTHUNION VENTURES LLC

The Nov 30, 2023 filing says $400,000 offered; the Jan 8, 2024 Form D/A says $600,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Nov 30, 2023 ↗Form D/A (later) · Jan 8, 2024 ↗WEALTHUNION XII A SERIES OF WEALTHUNION VENTURES LLC — PartnerFacts page ↗
Sources
Note · Jan 4, 2024 – Nov 25, 2024

Minimum investment changed between filings — WealthUnion Ventures XIII A Series of WealthUnion Ventures LLC

The Jan 4, 2024 filing lists a minimum of $145,614; the Nov 25, 2024 Form D/A lists $5,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Jan 4, 2024 ↗Form D/A (later) · Nov 25, 2024 ↗WealthUnion Ventures XIII A Series of WealthUnion Ventures LLC — PartnerFacts page ↗
Sources
Note · Apr 20, 2023 – Jan 4, 2024

Cryptx Labs LLC is written 2 different ways on the filings

listed as "Cryptx Labs LLC" on 2 filings (from Apr 20, 2023), and "Cryptx Labs" on 14 filings (from Jan 4, 2024).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Apr 20, 2023 ↗Form D · Jan 4, 2024 ↗Cryptx Labs LLC — PartnerFacts page ↗
Sources
Note · Feb 18, 2022 – Apr 10, 2023

Cryptx Labs LLC is written 2 different ways on the filings

listed as "Cryptx Labs LLC" on the Feb 18, 2022 filing, and "Cryptx Labs" on 2 filings (from Apr 10, 2023).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Feb 18, 2022 ↗Form D · Apr 10, 2023 ↗Cryptx Labs LLC — PartnerFacts page ↗
Sources
Note · Nov 4, 2021 – Dec 7, 2021

Jamie Shiller is written 2 different ways on the filings

listed as "Jamie Lee Shiller" on 2 filings (from Nov 4, 2021), and "Jamie Shiller" on 8 filings (from Dec 7, 2021).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Nov 4, 2021 ↗Form D · Dec 7, 2021 ↗Jamie Shiller — PartnerFacts page ↗
Sources
Note · Nov 30, 2023 – Jan 8, 2024

Reported revenue range changed between filings — WEALTHUNION XII A SERIES OF WEALTHUNION VENTURES LLC

"No Revenues" (Nov 30, 2023); then "Decline to Disclose" (Jan 8, 2024).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Nov 30, 2023 ↗Form D/A · Jan 8, 2024 ↗WEALTHUNION XII A SERIES OF WEALTHUNION VENTURES LLC — PartnerFacts page ↗
Sources
Note · Nov 4, 2021 – Sep 4, 2026

25 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — WEALTHUNION XXVII A SERIES OF WEALTHUNION VENTURES LLC · Address on file is a registered agent / shared office — WEALTHUNION XXIV A SERIES OF WEALTHUNION VENTURES LLC · Address on file is a registered agent / shared office — WealthUnion XXIII A Series of WealthUnion Ventures LLC · Address on file is a registered agent / shared office — WealthUnion XXII A Series of Wealthunion Ventures LLC · Address on file is a registered agent / shared office — WealthUnion XXI A Series of Wealthunion Ventures LLC · and 20 more

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D · Sep 4, 2026 ↗WEALTHUNION XXVII A SERIES OF WEALTHUNION VENTURES LLC — PartnerFacts page ↗Form D · Nov 17, 2025 ↗WEALTHUNION XXIV A SERIES OF WEALTHUNION VENTURES LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 25 offerings report sales commissions; 0 report finder's fees; 2 report proceeds to related persons totalling $18,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 4, 2026 D
WEALTHUNION XXVII A SERIES OF WEALTHUNION VENTURES LLC
File 021-596521
$0$0$0None listed on this filingEDGAR ↗
Nov 17, 2025 D
WEALTHUNION XXIV A SERIES OF WEALTHUNION VENTURES LLC
File 021-564229
$0$0$0None listed on this filingEDGAR ↗
Mar 31, 2025 D
WealthUnion XXIII A Series of WealthUnion Ventures LLC
File 021-542515
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2025 D/A
WealthUnion XXII A Series of Wealthunion Ventures LLC
File 021-539176
$0$0$0None listed on this filingEDGAR ↗
Feb 25, 2025 D
WealthUnion XXI A Series of Wealthunion Ventures LLC
File 021-539173
$0$0$0None listed on this filingEDGAR ↗
Dec 30, 2024 D
WealthUnion XX A Series of WealthUnion Ventures LLC
File 021-533587
$0$0$0None listed on this filingEDGAR ↗
Dec 12, 2024 D
WealthUnion XVIII A Series of WealthUnion Ventures LLC
File 021-531842
$0$0$0None listed on this filingEDGAR ↗
Dec 12, 2024 D
WealthUnion XIX A Series of WealthUnion Ventures LLC
File 021-531881
$0$0$0None listed on this filingEDGAR ↗
Dec 5, 2024 D
WealthUnion XVII A Series of WealthUnion Ventures LLC
File 021-531208
$0$0$0None listed on this filingEDGAR ↗
Nov 26, 2024 D
WealthUnion Ventures XVI A Series of WealthUnion Ventures LLC
File 021-530499
$0$0$0None listed on this filingEDGAR ↗
Nov 25, 2024 D/A
WealthUnion Ventures XIII A Series of WealthUnion Ventures LLC
File 021-501558
$0$0$0None listed on this filingEDGAR ↗
Aug 16, 2024 D
WEALTHUNION XV A SERIES OF WEALTHUNION LLC
File 021-521740
$0$0$0None listed on this filingEDGAR ↗
May 30, 2024 D
WEALTHUNION XIV A SERIES OF WEALTHUNION VENTURES LLC
File 021-514578
$0$0$0None listed on this filingEDGAR ↗
Jan 8, 2024 D/A
WEALTHUNION XII A SERIES OF WEALTHUNION VENTURES LLC
File 021-498492
$0$0$0None listed on this filingEDGAR ↗
Apr 21, 2023 D/A
WEALTHUNION XI A SERIES OF WEALTHUNION VENTURES LLC
File 021-479480
$0$0$0None listed on this filingEDGAR ↗
Apr 10, 2023 D
WealthUnion V a series of WealthUnion Ventures LLC
File 021-478313
$0$0$9,000
This amount represents a one-time cost to cover fund organizational and operating expenses payable to the Issuer's Administrative Manager. Issuer's Manager may receive percentage of future token distribution.
None listed on this filingEDGAR ↗
Apr 10, 2023 D
WealthUnion IX a series of WealthUnion Ventures LLC
File 021-478315
$0$0$9,000 (est.)
This amount represents a one-time cost to cover fund organizational and operating expenses payable to the Issuer's Administrative Manager. Issuer's Manager may receive percentage of future token distribution.
None listed on this filingEDGAR ↗
Mar 20, 2023 D
WEALTHUNION X A SERIES OF WEALTHUNION VENTURES LLC
File 021-476309
$0$0$0None listed on this filingEDGAR ↗
Dec 29, 2022 D
WealthUnion VIII a series of WealthUnion Ventures LLC
File 021-469093
$0$0$0 (est.)None listed on this filingEDGAR ↗
Feb 18, 2022 D
WealthUnion IV, a series of WealthUnion Ventures LLC
File 021-434135
$0$0$0None listed on this filingEDGAR ↗
Dec 16, 2021 D
WealthUnion VI, a series of WealthUnion Ventures LLC
File 021-425382
$0$0$0None listed on this filingEDGAR ↗
Dec 10, 2021 D
WealthUnion I, a series of WealthUnion Ventures LLC
File 021-424459
$0$0$0None listed on this filingEDGAR ↗
Dec 7, 2021 D
WealthUnion VII, a series of WealthUnion Ventures LLC
File 021-423898
$0$0$0None listed on this filingEDGAR ↗
Nov 8, 2021 D
WealthUnion III a series of WealthUnion Ventures LLC
File 021-420153
$0$0$0None listed on this filingEDGAR ↗
Nov 4, 2021 D
WealthUnion II a series of WealthUnion Ventures LLC
File 021-419771
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 25 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Wealthunion in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗WA WealthUnion II a series of WealthUnion Ventures LLCshared people, same person name on both filings, similar issuer namesDOVER, DEPooled Investment Fund1$985,103
offering $985,103 · similar: $155,000–$5,250,000
20
similar: 4–27
$10,117
similar: $1,000–$100,000
2021–2021
EDGAR ↗WA WealthUnion III a series of WealthUnion Ventures LLCshared people, same person name on both filings, similar issuer namesDOVER, DEPooled Investment Fund1$1,015,360
offering $1,015,360 · similar: $155,000–$5,250,000
18
similar: 4–27
$10,102
similar: $1,000–$100,000
2021–2021
EDGAR ↗WV WealthUnion VII, a series of WealthUnion Ventures LLCshared people, same person name on both filings, similar issuer namesDOVER, DEPooled Investment Fund1$1,094,160
offering $1,094,160 · similar: $155,000–$5,250,000
20
similar: 4–27
$5,056
similar: $1,000–$100,000
2021–2021
EDGAR ↗WI WealthUnion I, a series of WealthUnion Ventures LLCshared people, same person name on both filings, similar issuer namesDOVER, DEPooled Investment Fund1$561,144
offering $561,144 · similar: $155,000–$5,250,000
4
similar: 4–27
$51,036
similar: $1,000–$100,000
2021–2021
EDGAR ↗WV WealthUnion VI, a series of WealthUnion Ventures LLCshared people, same person name on both filings, similar issuer namesDOVER, DEPooled Investment Fund1$711,910
offering $711,910 · similar: $155,000–$5,250,000
11
similar: 4–27
$10,148
similar: $1,000–$100,000
2021–2021
EDGAR ↗WA WealthUnion IV, a series of WealthUnion Ventures LLCshared management entity, similar issuer namesDOVER, DEPooled Investment Fund1$275,539
offering $275,539 · similar: $155,000–$5,250,000
17
similar: 4–27
$10,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗WV WealthUnion VIII a series of WealthUnion Ventures LLCshared people, same person name on both filings, shared principal (person on 60+ issuers) at the same address or management entity, similar issuer namesDOVER, DEPooled Investment Fund1$287,771
offering $287,771 · similar: $155,000–$5,250,000
11
similar: 4–27
$10,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗WX WEALTHUNION X A SERIES OF WEALTHUNION VENTURES LLCshared people, same person name on both filings, similar issuer namesDOVER, DEInvesting1$466,416
offering $466,416 · similar: $763,000–$10,000,000
7
similar: 4–23
$10,000
similar: $10,000–$78,388
2023–2023
EDGAR ↗WV WealthUnion V a series of WealthUnion Ventures LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesDOVER, DEPooled Investment Fund1$848,545
offering $848,545 · similar: $155,000–$5,250,000
20
similar: 4–27
$7,000
similar: $1,000–$100,000
2023–2023
EDGAR ↗WI WealthUnion IX a series of WealthUnion Ventures LLCshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer namesDOVER, DEPooled Investment Fund1$777,760
offering $777,760 · similar: $155,000–$5,250,000
19
similar: 4–27
$10,000
similar: $1,000–$100,000
2023–2023
EDGAR ↗WX WEALTHUNION XI A SERIES OF WEALTHUNION VENTURES LLCshared management entity, similar issuer namesDOVER, DEInvesting2$517,612
offering $517,612 · similar: $763,000–$10,000,000
16
similar: 4–23
$7,764
similar: $10,000–$78,388
2023–2023
EDGAR ↗WX WEALTHUNION XII A SERIES OF WEALTHUNION VENTURES LLCshared people, same person name on both filings, similar issuer namesCLAYMONT, DEInvesting2$600,000
offering $600,000 · similar: $763,000–$10,000,000
3
similar: 4–23
$50,000
similar: $10,000–$78,388
2023–2024
EDGAR ↗WV WealthUnion Ventures XIII A Series of WealthUnion Ventures LLCshared management entity, similar issuer namesCLAYMONT, DEPooled Investment Fund2$0
offering $150,614 · similar: $155,000–$5,250,000
1
similar: 4–27
$5,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗WX WEALTHUNION XIV A SERIES OF WEALTHUNION VENTURES LLCshared people, same person name on both filings, similar issuer namesCLAYMONT, DEInvesting1$517,310
offering $517,310 · similar: $763,000–$10,000,000
14
similar: 4–23
$10,000
similar: $10,000–$78,388
2024–2024
EDGAR ↗WX WEALTHUNION XV A SERIES OF WEALTHUNION LLCshared management entity, similar issuer namesCLAYMONT, DEPooled Investment Fund1$0
offering $250,000 · similar: $155,000–$5,250,000
2
similar: 4–27
$125,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗WV WealthUnion Ventures XVI A Series of WealthUnion Ventures LLCshared management entity, similar issuer namesCLAYMONT, DEPooled Investment Fund1$500,000
offering $500,000 · similar: $155,000–$5,250,000
1
similar: 4–27
$500,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗WX WealthUnion XVII A Series of WealthUnion Ventures LLCshared management entity, similar issuer namesCLAYMONT, DEPooled Investment Fund1$500,000
offering $500,000 · similar: $155,000–$5,250,000
1
similar: 4–27
$25,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗WX WealthUnion XVIII A Series of WealthUnion Ventures LLCshared management entity, similar issuer namesCLAYMONT, DEPooled Investment Fund1$250,000
offering $250,000 · similar: $155,000–$5,250,000
2
similar: 4–27
$125,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗WX WealthUnion XIX A Series of WealthUnion Ventures LLCshared management entity, similar issuer namesCLAYMONT, DEPooled Investment Fund1$500,000
offering $500,000 · similar: $155,000–$5,250,000
1
similar: 4–27
$500,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗WX WealthUnion XX A Series of WealthUnion Ventures LLCshared management entity, similar issuer namesCLAYMONT, DEPooled Investment Fund1$250,000
offering $250,000 · similar: $155,000–$5,250,000
1
similar: 4–27
$250,000
similar: $1,000–$100,000
2024–2024
EDGAR ↗WX WealthUnion XXI A Series of Wealthunion Ventures LLCshared management entity, similar issuer namesCLAYMONT, DEPooled Investment Fund1$8,495
offering $8,495 · similar: $155,000–$5,250,000
16
similar: 4–27
$127
similar: $1,000–$100,000
2025–2025
EDGAR ↗WX WealthUnion XXII A Series of Wealthunion Ventures LLCshared management entity, similar issuer namesCLAYMONT, DEPooled Investment Fund2$17,642
offering $17,642 · similar: $155,000–$5,250,000
35
similar: 4–27
$21
similar: $1,000–$100,000
2025–2025
EDGAR ↗WX WealthUnion XXIII A Series of WealthUnion Ventures LLCshared management entity, similar issuer namesCLAYMONT, DEPooled Investment Fund1$68,745
offering $68,745 · similar: $155,000–$5,250,000
7
similar: 4–27
$5,500
similar: $1,000–$100,000
2025–2025
EDGAR ↗WX WEALTHUNION XXIV A SERIES OF WEALTHUNION VENTURES LLCshared management entity, similar issuer namesCLAYMONT, DEPooled Investment Fund1$4,541,435
offering $4,541,435 · similar: $155,000–$5,250,000
15
similar: 4–27
$20,000
similar: $1,000–$100,000
2025–2025
EDGAR ↗WX WEALTHUNION XXVII A SERIES OF WEALTHUNION VENTURES LLCshared management entity, similar issuer namesCLAYMONT, DEPooled Investment Fund1$650,000
offering $650,000 · similar: $155,000–$5,250,000
5
similar: 4–27
$5,000
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Investing / 506(b) (2,521 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Sep 4, 2026WEALTHUNION XXVII A SERIES OF WEALTHUNION VENTURES LLCDPooled Investment Fund$650,000$650,000
EDGAR ↗Nov 17, 2025WEALTHUNION XXIV A SERIES OF WEALTHUNION VENTURES LLCDPooled Investment Fund$4,541,435$4,541,435
EDGAR ↗Mar 31, 2025WealthUnion XXIII A Series of WealthUnion Ventures LLCDPooled Investment Fund$68,745$68,745
EDGAR ↗Mar 10, 2025WealthUnion XXII A Series of Wealthunion Ventures LLCD/APooled Investment Fund$17,642$17,642
EDGAR ↗Feb 25, 2025WealthUnion XXII A Series of Wealthunion Ventures LLCDPooled Investment Fund$17,642$17,642
EDGAR ↗Feb 25, 2025WealthUnion XXI A Series of Wealthunion Ventures LLCDPooled Investment Fund$8,495$8,495
EDGAR ↗Dec 30, 2024WealthUnion XX A Series of WealthUnion Ventures LLCDPooled Investment Fund$250,000$250,000
EDGAR ↗Dec 12, 2024WealthUnion XIX A Series of WealthUnion Ventures LLCDPooled Investment Fund$500,000$500,000
EDGAR ↗Dec 12, 2024WealthUnion XVIII A Series of WealthUnion Ventures LLCDPooled Investment Fund$250,000$250,000
EDGAR ↗Dec 5, 2024WealthUnion XVII A Series of WealthUnion Ventures LLCDPooled Investment Fund$500,000$500,000
EDGAR ↗Nov 26, 2024WealthUnion Ventures XVI A Series of WealthUnion Ventures LLCDPooled Investment Fund$500,000$500,000
EDGAR ↗Nov 25, 2024WealthUnion Ventures XIII A Series of WealthUnion Ventures LLCD/APooled Investment Fund$150,614$0
EDGAR ↗Aug 16, 2024WEALTHUNION XV A SERIES OF WEALTHUNION LLCDPooled Investment Fund$250,000$0
EDGAR ↗May 30, 2024WEALTHUNION XIV A SERIES OF WEALTHUNION VENTURES LLCDInvesting$517,310$517,310
EDGAR ↗Jan 8, 2024WEALTHUNION XII A SERIES OF WEALTHUNION VENTURES LLCD/AInvesting$600,000$600,000
EDGAR ↗Jan 4, 2024WealthUnion Ventures XIII A Series of WealthUnion Ventures LLCDPooled Investment Fund$145,614$0
EDGAR ↗Nov 30, 2023WEALTHUNION XII A SERIES OF WEALTHUNION VENTURES LLCDInvesting$400,000$400,000
EDGAR ↗Apr 21, 2023WEALTHUNION XI A SERIES OF WEALTHUNION VENTURES LLCD/AInvesting$517,612$517,612
EDGAR ↗Apr 20, 2023WEALTHUNION XI A SERIES OF WEALTHUNION VENTURES LLCDInvesting$517,612$517,612
EDGAR ↗Apr 10, 2023WealthUnion IX a series of WealthUnion Ventures LLCDPooled Investment Fund$777,760$777,760
EDGAR ↗Apr 10, 2023WealthUnion V a series of WealthUnion Ventures LLCDPooled Investment Fund$848,545$848,545
EDGAR ↗Mar 20, 2023WEALTHUNION X A SERIES OF WEALTHUNION VENTURES LLCDInvesting$466,416$466,416
EDGAR ↗Dec 29, 2022WealthUnion VIII a series of WealthUnion Ventures LLCDPooled Investment Fund$287,771$287,771
EDGAR ↗Feb 18, 2022WealthUnion IV, a series of WealthUnion Ventures LLCDPooled Investment Fund$275,539$275,539
EDGAR ↗Dec 16, 2021WealthUnion VI, a series of WealthUnion Ventures LLCDPooled Investment Fund$711,910$711,910
EDGAR ↗Dec 10, 2021WealthUnion I, a series of WealthUnion Ventures LLCDPooled Investment Fund$561,144$561,144
EDGAR ↗Dec 7, 2021WealthUnion VII, a series of WealthUnion Ventures LLCDPooled Investment Fund$1,094,160$1,094,160
EDGAR ↗Nov 8, 2021WealthUnion III a series of WealthUnion Ventures LLCDPooled Investment Fund$1,015,360$1,015,360
EDGAR ↗Nov 4, 2021WealthUnion II a series of WealthUnion Ventures LLCDPooled Investment Fund$985,103$985,103

Activity: 2 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Sep 4, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2021–2022), Investing (2023), Pooled Investment Fund (2023), Investing (2023), Pooled Investment Fund (2024), Investing (2024). Latest offering: Pooled Investment Fund (2024–2026; most recent Sep 4, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
CL Cryptx Labs LLC entityExecutive Officer13Apr 20, 2023 → Sep 4, 2026
JS Jamie ShillerPromoter, Executive Officer, Director9Nov 4, 2021 → May 30, 2024
CL Cryptx Labs LLC entityPromoter, Director3Feb 18, 2022 → Apr 10, 2023
HP Hoang PhanExecutive Officer3Dec 29, 2022 → Apr 10, 2023
AF Allocations Fund Administration, entityExecutive Officer2Apr 10, 2023 → Apr 10, 2023
AF Allocation Fund Administration entityExecutive Officer1Dec 29, 2022 → Dec 29, 2022

Business registration (state registry / Secretary of State)

None of the 25 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Wealthunion.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Wealthunion as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Wealthunion's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #53,657 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Securities regulators

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Business registries

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