Wellstreet Financial, Inc.
Raised
$155K
Investors
5
Min Invest
$50,000
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AltStreet Analysis
·Generated from EDGAR primary sources
Wellstreet Financial, Inc., a Georgia corporation, filed this Form D on 2025-03-26 for a Rule 506(c) equity offering, reporting $155,000 raised from 5 investors at a stated $50,000 minimum investment. The filing does not disclose a first sale date or industry group, and no parent platform or related sibling filings were identified for this manager. Executive officers/directors include Sally Outlaw, Alan Jacobs, James Eichmann, Jungkun Centofanti, Christopher Carter, and John Crittenden.
This is a small, early-stage Rule 506(c) equity raise typical of a private operating company or startup seeking accredited-investor capital rather than a pooled investment fund; the $50K stated minimum and sub-$200K total raise place it well below typical institutional alternative-investment fund sizes in this category.
Data Flags
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Semi-annual financial statements for the period ended December 31, 2025, unaudited
Going concern: substantial doubt raised in the statements or the auditor's report. The figures are in the terminal.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first (15 of 24). Each opens the SEC archive folder.
AltStreet Coverage
Original reporting from AltStreet's daily EDGAR monitoring covering Worthy and its filings.
What Is SEC Form 1-SA? Worthy Community Bonds' 2026 Filing Explained
Form 1-SA is the semiannual disclosure Tier 2 Regulation A issuers must file. A September 2026 filing from Worthy Community Bonds shows how much a single interim report can tell you: $0 of revenue, $0 of cash, and $201,519 returned to bondholders in fourteen months of paused redemptions.
Platform coverage · Sep 2026
Wellstreet Senior Living Ends Its Reg A Offering Seven Weeks After Dropping the Worthy Name
A Form 1-U filed September 1 shows the senior-housing issuer formerly named Worthy Senior Living terminated its Regulation A offering effective August 31, 2026, seven weeks after a Georgia name change that mirrors a rename across its sponsor's affiliates. The officers who sign for the Wellstreet entities also run the Worthy bond programs that stopped honoring redemptions in 2022.
Platform coverage · Sep 2026
In the Terminal
Filing events
27
latest Sep 4, 2026
Critical / warning
0 / 0
2 watch · 25 info
Statements extracted
2
through Dec 31, 2025
NAV prints
0
none on file
Offering chains
2
reporting, lapsed
Latest event Supplement · Sep 4, 2026
SEC.govInvestor
- The dated record: 129 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 2 extracted financial statements: assets, liabilities, equity, revenue, net income, cash, latest for the period ended 2025-12-31
- 27 filing events with values and deltas, latest 2026-09-04, and alerts on the next one
- 2 offering timelines: velocity, share raised, first-sale lag, stalled flags
Pro
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Regulatory Activity
Filing events on this entity detected by AltStreet's EDGAR monitoring.
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Severity grading, value-change deltas, and analyst notes on these filings ship in the AltStreet newsletter and the Pro terminal.
Get the signal feedAuditor of Record
As named on this issuer's SEC filings · Audited · see all issuers this firm audits
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Sally Outlaw
Executive Officer, Director · Boca Raton, FL
Alan Jacobs
Executive Officer, Director · Boca Raton, FL
James Eichmann
Executive Officer · Boca Raton, FL
Jungkun Centofanti
Executive Officer · Boca Raton, FL
Christopher Carter
Director · Boca Raton, FL
John Crittenden
Director · Boca Raton, FL
Questions About Wellstreet Financial, Inc.
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Wellstreet Financial, Inc.?
Wellstreet Financial, Inc. is an issuer that filed a Form D with the SEC on September 4, 2026. The filing claims 506(c). AltStreet links the issuer to Worthy.
Is Wellstreet Financial, Inc. legit?
AltStreet does not rate legitimacy; it reports the public record. Wellstreet Financial, Inc. filed a Form D with the SEC on September 4, 2026 claiming 506(c). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $155,000 sold to 5 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to Worthy, which AltStreet has reviewed. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Wellstreet Financial, Inc. registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Wellstreet Financial, Inc. claimed 506(c) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Wellstreet Financial, Inc. raised?
Wellstreet Financial, Inc. reported $155,000 sold from 5 investors as of the Form D filed September 4, 2026.
Who can invest in Wellstreet Financial, Inc.?
The minimum investment accepted from an outside investor is $50,000.
What is the minimum investment in Wellstreet Financial, Inc.?
The Form D lists $50,000 as the minimum investment accepted from any outside investor as of September 4, 2026. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Wellstreet Financial, Inc. and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.
Who is behind Wellstreet Financial, Inc.?
The Form D lists 6 related persons: Sally Outlaw, executive officer, director; Alan Jacobs, executive officer, director; James Eichmann, executive officer; Jungkun Centofanti, executive officer; Christopher Carter, director; John Crittenden, director. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Wellstreet Financial, Inc. located?
The issuer's address on its SEC filings is 11175 Cicero Drive, Suite 100, Alpharetta, GA 30022. Its phone number of record is 678-646-6791. It is organized under the laws of Georgia.
How long is the Wellstreet Financial, Inc. offering open?
An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.