Circle of Wealth Fund III LLC701 E Front Ave, Second Floor Coeur d Alene United States, ID 83814 Reg A+ Follow
CIRCLE OF WEALTH FUND III LLC (the “Fund” or “Company”) is an Idaho limited liability company. The Company is offering (the “Offering”) by means of this offering circular (the “Offering Circular”) units of limited liability company membership interests (“Membership Interests”) on a “best efforts” and ongoing basis to investors who meet the Investor Suitability standards as set forth herein. (See “Investor Suitability” below.) The Company will offer Membership Interests through a third party online platform https://invest.securedinvestmentcorp.com (“Platform”), without any brokers or selling commissions. (See “Terms of the Offering” below.)
The minimum investment amount per Investor is One Thousand Dollars ($1,000). Although the Company does not intend to list the Membership Interests for trading on a stock exchange or other trading market, the Company has adopted a redemption plan designed to provide Members with limited liquidity for their investment in the Company’s Membership Interests. (See “Terms of the Offering”.)
The Company will be managed by Secured Investment Corp., a Wyoming corporation (hereinafter referred to as the “Manager”). As further described in the Offering Circular, the Company has been organized to: (i) make, fund, originate, refinance, purchase, sell and/or otherwise acquire loans (“Loans”) secured by first or junior position deeds of trust or mortgages on non-owner occupied residential and commercial properties located throughout the United States; and (ii) acquire, develop, rehabilitate, and/or hold and/or sell non-owner occupied residential real estate located throughout the United States.
Generally, no sale may be made to you in this Offering if the aggregate purchase price you pay is more than Ten Percent (10%) of the greater of your annual income or net worth. Different rules apply to accredited investors and non-natural persons. Before making any representation that your investment does not exceed applicable thresholds, Investors are encouraged to review rule 251(d)(2)(i)(c) of Regulation A. For general information on investing, Investors are encouraged to refer to www.investor.gov.
The Offering Circular is available here: https://www.sec.gov/Archives/edgar/data/1762825/000173112220000349/e1852partiiandiii.htm
A copy of these materials may also be obtained for free on the SEC’s website at: https://www.sec.gov/
Some statements in the offering circulars and on this website may contain forward-looking statements and are based upon current expectations, plans, estimates, assumptions and beliefs that involve numerous risks and uncertainties. Although Manager believes that the expectations reflected in such forward-looking statements are based on reasonable assumptions, actual results and performance could differ materially from those set forth in the forward-looking statements. You should consult with your own attorneys, accountants, and other professional advisors prior to making an investment.
The information above presents a general summary of the business and the purpose and principal business terms of an investment in the Company. This summary does not purport to be complete and is qualified in its entirety by reference to the more detailed discussion contained in the Offering Circular.
Articles or information from third-party sources outside of this domain may discuss Manager and/or Company (or its affiliates) or relate to information contained herein, but Manager and/or Company and its affiliates do not approve and are not responsible for such content. Hyperlinks to third-party sites, or reproduction of third-party content, do not constitute an approval or endorsement by Manager and/or Company or any of its affiliates of the linked or reproduced content.
Neither the SEC nor any state securities commission or regulatory authority approved, disapproved, endorsed, or recommended the merits of the offering described in the Offering Circular or reflected on this website.
Manager's and/or Company's services do not constitute “crowdfunding” as described in Title III of the Jumpstart Our Business Startups Act (“JOBS Act”).
Meet Our Team
Lee Aaron Arnold
Lee Aaron Arnold
Lee Arnold is an international speaker, trainer, author and licensed broker who has spent many years perfecting the real estate and private money mortgage lending process through thousands of transactions. Lee is a leading expert on private money mortgages and has been featured as an investment strategy expert by Forbes, the Boston Globe, Market Watch, Reuters and Business Week. He has also consulted and taught for a number of national financial literacy companies.
Jaclyn started with the Company in 2007 as a tax and financial accounting consultant. It was immediately clear that by bringing her in permanently, she would be instrumental to the real estate investment and private mortgage firms’ progress and productivity. Since then, Jaclyn has been serving as Chief Financial Officer (CFO).
Director of Funding
Director of Funding
Heather Dreves is the Director of Funding. She is a tenured employee that has worked in the Private Money Industry for over 15 years and previously held her series 63 license. Heather has been directly involved in the sale of over 75 million dollars in Trust Deed Mortgages and raised over 10 million in Secured Investment Corps High Yield Equity Funds. She has had experience in assisting underwriting, managing the Cogo and Servicing team in addition to Investor Relations.