Accredited Investors Only
Membership interests in EzWealth LLC are offered exclusively to verified accredited investors pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933.
Regulatory Basis
EzWealth LLC offers membership interests pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933. This exemption permits the Fund to broadly solicit and advertise its offering, provided that all purchasers are verified accredited investors.
The Fund is not registered under the Investment Company Act of 1940. Interests in the Fund have not been registered under the Securities Act of 1933 or any state securities laws, and may not be resold or transferred without compliance with applicable securities laws.
Important Notice
This website does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any offering will be made only through official offering documents to verified accredited investors.
Qualification Criteria
Under SEC rules, an "accredited investor" includes individuals and entities that meet one or more of the following criteria:
Individual Income
Individual income exceeding $200,000 in each of the two most recent years, with a reasonable expectation of reaching the same income level in the current year.
Joint Income
Joint income with a spouse or spousal equivalent exceeding $300,000 in each of the two most recent years, with a reasonable expectation of reaching the same income level in the current year.
Net Worth
Individual or joint net worth exceeding $1,000,000, excluding the value of the investor's primary residence.
Professional Credentials
Holders of certain FINRA licenses in good standing (Series 7, Series 65, or Series 82) may qualify regardless of income or net worth.
Qualified Entity
Entities such as trusts, corporations, partnerships, or LLCs with total assets exceeding $5,000,000, or entities in which all equity owners are accredited investors.
Onboarding Process
Prospective investors must complete a formal onboarding process before being admitted to the Fund. The process is designed to ensure compliance with applicable securities laws and to protect both the Fund and its investors.
Submit an Inquiry
Complete the investor inquiry form to express your interest. Provide your contact information and accredited investor status.
Receive Offering Documents
Qualified prospective investors will receive the Private Placement Memorandum (PPM), Operating Agreement, and Investor Questionnaire.
Accreditation Verification
Complete the accreditation verification process. Third-party verification may be required pursuant to Rule 506(c).
Complete Subscription Documents
Execute the Subscription Agreement and Investor Questionnaire. All documents are reviewed by the Fund's manager.
AML / KYC Review
Complete the required Anti-Money Laundering and Know Your Customer review process.
Capital Contribution
Upon acceptance, fund your capital contribution per the terms outlined in the Subscription Agreement.
Offering Documents
Qualified prospective investors may request the following documents upon submission of an investor inquiry:
- Private Placement Memorandum (PPM)
- Operating Agreement
- Subscription Agreement
- Investor Questionnaire
- Strategy Overview
- Risk Factors Summary
Minimum Investment
Minimum investment amounts and terms are set forth in the Subscription Agreement and Private Placement Memorandum. Please submit an inquiry to receive full details.
Fees & Compensation
The Fund's fee structure, including management fees and performance-based compensation, is detailed in the Private Placement Memorandum.
Liquidity
Membership interests are illiquid and subject to transfer restrictions. Redemption terms are set forth in the Operating Agreement.
Ready to Invest?
If you believe you qualify as an accredited investor and are interested in learning more about EzWealth LLC, submit an inquiry to receive offering documents and begin the onboarding process.
For verified accredited investors only.