Planet Wealth, Inc.
OperatingFintech · Amherst, NY
Financials
FY2022 · from SEC filings · hover any figure for its sourceFigures 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, as the filing’s own report or certification states it. A dashed pill marked * is inferred instead: the SEC minimum for an offering that size, which the issuer may have exceeded. No pill means we couldn’t tell. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.
Valuation over rounds
Pre-money — the valuation set before each round’s money came inDotted grey bars are our estimate for rounds that didn't state one: the round's share price × the shares outstanding in its filings. Same measure as blue, but rougher.
Cap table
Share counts as of Mar 14, 2024| Class | Outstanding | Votes / share | Converts | As converted | Votes | Dividend | Last price |
|---|---|---|---|---|---|---|---|
| Series F Preferred Stockpreferred | 847,070 | none | 10 × Common Stock | 16.4% | 0% | — | — |
| Series B Preferred Stockpreferred | 197,104 | 5 | 5 × common stock | 1.91% | 2.31% | 0.00002% cumulative | — |
| Series D Preferred Stockpreferred | 520,000 | 1.5 | 1.5 × common stock | 1.51% | 1.83% | 0.00002% cumulative | — |
| Series G Preferred Stockpreferred | 103,500 | none | 5 × Common Stock | 1% | 0% | — | — |
| Series C Preferred Stockpreferred | 100,000 | none | — | 0.19% | 0% | 10% cumulative | — |
| Common Stock | 40,809,777 | — | — | 79.0% | 95.8% | — | — |
| Total | 42,577,451 | 51,663,497 as converted | 100% | 100% |
Shares outstanding over timein today's share terms
Changes in named holdersshares in today's terms · % of all shares at the time
- Andrew Doggett16K (0.89%) Nov 2023 → 68K (3.82%) Mar 2024
- Craig Weiss7.2M (406.6%) Nov 2023 → 7.9M (449.1%) Mar 2024
- Glenn Crosby13K (0.72%) Nov 2023 → 28K (1.59%) Mar 2024
- Kenneth Weiss14K (0.81%) Nov 2023 → 43K (2.44%) Mar 2024
- Lance Woodson2.9M (164.7%) Nov 2023 → 2.9M (162.6%) Mar 2024
- R. Jeffrey Cole33K (1.84%) Nov 2023 → 244K (13.8%) Mar 2024
Principal holders% as the filing states it, Mar 14, 2024
- Milton Lovell14,107,143 Common Stock32.8%of
- Craig Weiss7,938,326 Common Stock18.5%of
- Anthony Mascioli25,000 Series B Preferred12.7%of Series B Preferred
- Lance Woodson2,873,521 Common Stock6.6%of
- Jared Patterson30,000 Series D Preferred5.8%of Series D Preferred
- Chris Corica2,195,000 Common Stock5.1%of
- John T. Goggans, Jr.10,000 Series B Preferred5.1%of Series B Preferred
- R. Jeffrey Cole244,375 Common Stock0.6%of
- Andrew Doggett67,500 Common Stock0.2%of
- Kenneth Weiss43,125 Common Stock0.1%of
- Glenn Crosby28,125 Common Stock0.1%of
From the company's SEC filings: share counts per class, each class's voting and conversion terms, and the holders of 20% or more that Form C requires (officers and 10%+ holders on Form 1-A). Filings name only large holders, so most owners — including crowd investors — are not listed, and a holder's percentage may be of its own class rather than of the whole company. “As converted” counts each class in the shares it converts into. Prices and crowd share counts are in today's share terms — adjusted for splits and conversions since they were sold. Hover a figure for its filing.
Fundraising history
Team
3 peopleNames 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 11 filings on EDGAR- Form 1-A-WJul 23, 20240001213900-24-063603EDGAR
- Form 1-A/AMar 14, 20240001213900-24-022337EDGAR
- Form 1-ANov 29, 20230001213900-23-090870EDGAR
- Form D/ANov 2, 20230001747101-23-000001EDGAR
- Form DAug 14, 20230001290929-23-000013EDGAR
- Form D/AApr 21, 20220001747101-22-000001EDGAR
- Form DSep 7, 20210001747101-21-000004EDGAR
- Form D/AJul 14, 20210001747101-21-000003EDGAR
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.