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Federal securities laws define the term Accredited Investor in Rule 501 of Regulation D as:

A natural person who has individual net worth, or joint net worth with the person's spouse, that exceeds $1 million at the time of the purchase, excluding the value of the primary residence of such person;

A natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year

Holder in good standing of the Series 7, 65, or 82 licenses.

Other professional designation.

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Unfortunately, the details of this offering are currently only available to Accredited Investors.

Federal securities laws define the term Accredited Investor in Rule 501 of Regulation D as:

A natural person who has individual net worth, or joint net worth with the person's spouse, that exceeds $1 million at the time of the purchase, excluding the value of the primary residence of such person;

A natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year

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ACCREDITED INVESTOR VERIFICATION

Please upload any of the following documents to complete the verification:

- Income: W2's, 1099's or tax returns for the past two years to show your individual income exceeds $200,000 (or joint income exceeds $300,000) for each year.

- Assets: provide recent account statements or third party appraisals (must be dated within the last 3 months) that show the value of your assets exceed $1,000,000 excluding your primary residence.

- Professional Letter (must be dated within the last 3 months): provide an official written communication from a licensed CPA, attorney, investment advisor or registered broker-dealer, stating that the professional service provider has a reasonable belief that you are an Accredited Investor

- Or indicate if any of the following apply:

- Holder in good standing of the Series 7, 65, or 82 licenses.

Entities can be accredited using one of two methods:

- The entity holds at least $5 million in qualified assets; OR

- Each equity owner of the entity is personally accredited

For the first method, please provide account statements dated within the last 90 days showing these assets. For the second method, please provide an operating agreement or shareholder roster listing the entity's owners, as well as evidence of the owners' accreditation.

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Investor Acknowledgements

  • I have obtained, reviewed and understand Wealth Funds LLC’s  Educational Materials
  • I am not exceeding my annual Regulation Crowdfunding investment limit by making this investment within the past 12 months on any crowdfunding portal, including Wealth Funds LLC, if I’m a non-accredited investor.
  • I understand that this investment involves risks, including substantial risk of loss, and that I should not invest unless I can afford to lose my entire investment.
  • I understand and acknowledge that these securities will not be transferable for at least 12 months.  There is liquidity risk and it may be difficult to resell my securities, as there may not be a secondary market.
  • I understand and acknowledge that there are restrictions I am only able to cancel my investment commitment up until 48 hours before the closing of this offering.  After that time, I cannot cannel my investment to obtain a refund of funds committed.
  • I understand that in the event that the Issuer deems that there is a “material” change to this offering as defined under Regulation Crowdfunding, I will be required to reconfirm this investment or it will be cancelled and funds will be returned.
  • I understand and acknowledge that there is no guarantee of a relationship between Wealth Funds LLC’s and the issuer upon closing of the offering.
  • I consent to electronic delivery of all documents, notices, and agreements as related to my investment and account.
  • I have received and reviewed the issuer’s Form C, offering material and disclosures.
  • I agree to Wealth Funds LLC’s Terms of Use and Privacy Policy.
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