Key facts
- It has raised $117.5M across 2 recorded rounds; the latest was Later Stage VC ($110.0M) in Jul 2025.
- Williams & Smith Wealth Building Network has filed 2 Form Ds with the SEC since 2021, most recently Jul 2025 ($110.0M sold to 1 investors).
- Status: Privately Held (backing).
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Funding rounds
2 roundsAbout Williams & Smith Wealth Building Network
The company is currently operating in Stealth mode.
- Sector
- Business Products and Services (B2B)
- HQ
- Walnut Creek, CA, United States
- Founded
- 2020
- Website
- williamsmithforlife.com/
- Ownership
- Privately Held (backing)
PA Mark — not yet priced
Williams & Smith Wealth Building Network doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
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Recorded secondary trades
No prints on record
No secondary trades in Williams & Smith Wealth Building Network shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Pro members can request priority coverage with a 48-hour turnaround.
Institutional fund marks
No fund marks yet
No SEC-registered fund has reported a fair-value mark on Williams & Smith Wealth Building Network in its N-PORT filings yet. We sweep new filings monthly.
Pro members can request priority coverage with a 48-hour turnaround.