# EDGAR Filing Document

**Accession Number:** 0001670254
**File Stem:** 0001670254-25-000705
**Filing Date:** 2025-7
**Character Count:** 6694
**Document Hash:** d502854c1ec22eb6ce860764a33c37b8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001670254-25-000705.hdr.sgml**: 20250714

**ACCESSION NUMBER**: 0001670254-25-000705

**CONFORMED SUBMISSION TYPE**: CFPORTAL/A

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20250714

**EFFECTIVENESS DATE**: 20250714

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Wefunder Portal LLC
- **CENTRAL INDEX KEY:** 0001670254

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** CFPORTAL/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 007-00033
- **FILM NUMBER:** 251122201

**BUSINESS ADDRESS:**
- **STREET 1:** 1885 MISSION STREET
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94103
- **BUSINESS PHONE:** 6282664770

**MAIL ADDRESS:**
- **STREET 1:** 4104 24TH STREET
- **STREET 2:** PMB 8113
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94114

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM CFPORTAL

### FUNDING PORTAL REGISTRATION AND REPORTING

### Filer Information

**Filer CIK:** 0001670254

**Filer CCC:** XXXXXXXX

### Identifying Information

**Full Name of Funding Portal:** Wefunder Portal LLC

**Amendment Explanation:** This amendment updates Schedule B to reflect recent officer changes. Kai Anderson has been removed as Interim Chief Compliance Officer. Vivek Tadikamalla has been appointed as Chief Compliance Officer. No other changes have been made to the funding portal's registration.

**Other Business Name(s):** Wefunder

**Website URL(s):** Wefunder.com

**IRS Employer ID No.:** 81-1942299

**Portal's Main Street Address:** 1885 MISSION STREET, SAN FRANCISCO, CA, 94103

**Mailing Address:** Same as main address

**Contact Telephone:** 415-209-5902

**Contact E-mail:** compliance@wefunder.com

**Contact Employee:** Vivek NMN Tadikamalla, CCO

**Fiscal Year End:** December

**Previously registered with Commission?:** No

**Registered with a foreign financial authority?:** No

### Form of Organization

**Legal Status:** Limited Liability Company

**State/Country of Formation:** TX

**Date of Formation:** 11-01-2024

### Successions

**Is the applicant succeeding to the business of a currently registered funding portal?** No

### Control Relationships

Persons/entities that directly or indirectly control the applicant:

- Nicholas Tommarello

- Christopher Vail

- Jonathan Price

- Vivek Tadikamalla

### Disclosure Information

**Criminal Disclosure:** No

**Regulatory Action Disclosure:** Yes

**Civil Judicial Disclosure:** No

**Financial Disclosure:** No

**Does the applicant engage in any non-securities related business?** No

### Qualified Third Party Arrangements

**Name of person:** Thread Bank

**Address:** 210 East Main Street, Rogersville, TN, 37857

**Phone Number:** 4232722200

**Compensation Description:** Wefunder Portal will charge transaction based fees calculated as a percentage of the entire fundraising round of offerings completed on Wefunder Portal when charged to issuers or calculated as a percentage of an investors commitment if charged to investors.  Wefunder Portal will decide prior to each offering what percentage of this transaction based fee will be paid by investors and what percentage will be paid by the issuer. Wefunder Portal may decide to cap investor fees at a certain dollar amount. Wefunder Portal may waive fees for certain issuers or investors.

Wefunder Portal may also take an equity position in an issuer in return for reducing the issuers cash transaction fee.

Wefunder Portal may also charge the following fees:
- Documentation fee for custom documentation charged to issuers
- Admin fees to issuers
- Form C filing fee charged to issuers

Associated persons APs of Wefunder Portal may receive salaries and or bonuses.  They will not receive transaction based compensation.

Compensation to Wefunder Portal and to APs will be clearly disclosed to investors and issuers.

### Execution

**Date:** 07-14-2025

**Full Legal Name of Funding Portal:** Wefunder Portal LLC

**By (Signature):** Jonathan Price

**Title:** President

### FORM FUNDING PORTAL SCHEDULE A: Direct Owners and Executive Officers

| Full Legal Name           | Entity Type          | Title or Status                  | Date Acquired   | Ownership Code    | Control Person?   | CRD No.   | IRS Tax No.   | IRS Employer ID No.   |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|
| Wefunder Inc.             | DE (Domestic Entity) | 100% owner                       | 02/2016         | E - 75% or more   | Yes               |  |  |  |
| Vail, Christopher, Andrew | NP (Natural Person)  | General Counsel                  | 03/2023         | NA - less than 5% | Yes               | 007710545 |  |  |
| Price, Jonathan           | NP (Natural Person)  | President and Board Manager      | 12/2024         | NA - less than 5% | Yes               | 007411473 |  |  |
| Tommarello, Nicholas      | NP (Natural Person)  | Interim CEO and Board Manager    | 12/2024         | NA - less than 5% | Yes               | 006191904 |  |  |
| Anderson, Kai             | NP (Natural Person)  | Interim Chief Compliance Officer | 04/2025         | NA - less than 5% | Yes               | 007555565 |  |  |

### FORM FUNDING PORTAL SCHEDULE B: Amendments to Schedule A

| Full Legal Name           | Type of Amendment   | Entity Type          | Title or Status                  | Date Acquired   | Ownership Code    | Control Person?   | CRD No.   | IRS Tax No.   | IRS Employer ID No.   |
|:---|:---|:---|:---|:---|:---|:---|:---|:---|:---|
| Wefunder Inc.             | A                   | DE (Domestic Entity) | 100% owner                       | 02/2016         | E - 75% or more   | Yes               |  |  |  |
| Vail, Christopher, Andrew | A                   | NP (Natural Person)  | General Counsel                  | 03/2023         | NA - less than 5% | Yes               | 007710545 |  |  |
| Price, Jonathan           | A                   | NP (Natural Person)  | President and Board Manager      | 12/2024         | NA - less than 5% | Yes               | 007411473 |  |  |
| Tommarello, Nicholas      | A                   | NP (Natural Person)  | Interim CEO and Board Manager    | 12/2024         | NA - less than 5% | Yes               | 006191904 |  |  |
| Anderson, Kai             | D                   | NP (Natural Person)  | Interim Chief Compliance Officer | 04/2025         | NA - less than 5% | Yes               | 007555565 |  |  |
| Tadikamalla, Vivek        | A                   | NP (Natural Person)  | Chief Compliance Officer         | 07/2025         | NA - less than 5% | Yes               | 008129152 |  |  |