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Circle of Wealth Fund III LLC

Operating

Coeur D'Alene, ID

Latest valuation
—
No round has disclosed a priced valuation or cap.
Total raised
$0
Across 1 round since 2024
Latest share price
$1,000.00
Reg A Offering (2024) offering price

Financials

FY2023 · from SEC filings · hover any figure for its source
$1.1M
$464K
2023
RevenueNet income — beside revenue when positive, below the line when a loss
Metric
FY2023 audited
Income statement
Revenue
$1,060,676
Cost of goods sold
$582,743
Gross margin
45%
Net income
$463,598
Balance sheet
Cash
$1,506,915
Accounts receivable
$5,749,694
Total assets
$9,579,662
Long-term debt
$1,404,649
Total liabilities
$1,445,042
Other
Headcount
0

Figures as reported by the issuer in the filing shown on hover. Each year’s pill shows the assurance level of its filed statements — audited, reviewed (CPA review, less than an audit), or unaudited; no pill means the filing didn’t state one. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.

Fundraising history

Reg A Offering (2024)OpenReg A+ · Equity
Raised $0 / $75M

Team

4 people
Jaclyn Genemarie Olsen-Arnold
Chief Financial Officer and Director of Manager
Lee Aaron Arnold
President and Director of Manager
Michael Jerrow
Chief Operating Officer of the Manager
Heather Dreves
Manager and Director of Investor Relations of Manager

Names and titles as disclosed on SEC Form 1-A. Bios and photos come from the platform campaign page and may be out of date.

SEC filings

View all 18 filings on EDGAR
  • Form 1-SAOct 3, 20250001213900-25-095796
    EDGAR
  • Form 1-KMay 2, 20250001213900-25-039335
    EDGAR
  • Form 1-SASep 30, 20240001213900-24-083215
    EDGAR
  • Form 1-AAug 22, 20240001731122-24-001307
    EDGAR
  • Form 1-KApr 29, 20240001213900-24-036987
    EDGAR
  • Form 1-SAOct 2, 20230001013762-23-000448
    EDGAR
  • Form 1-A-WSep 8, 20230001731122-23-001658
    EDGAR
  • Form 1-A POSAug 23, 20230001731122-23-001583
    EDGAR
Source: SEC EDGARCIK 0001762825IDShare price $1,000.00Last synced Aug 16, 2026

About this data. Figures are compiled from public sources — SEC EDGAR filings (Form C, C-AR, 1-A, 1-K) and funding-platform pages — and may be delayed, incomplete, or restated by the issuer. Financial statements are as reported by the issuer; each year is labeled with its assurance level (audited / reviewed / unaudited). A valuation cap is the conversion ceiling of a SAFE or convertible note, not an agreed company valuation; post-money figures are computed as pre-money plus amount raised and are not a traded price. Crowdonomics is not a broker-dealer, funding portal, or investment adviser; nothing here is investment advice or an offer to sell securities. Verify all figures against the linked EDGAR filings.