How Puka Wealth Works
From Retirement Capital to Private Opportunity
Puka Wealth creates a structured pathway for members to use eligible retirement assets to participate in select private investment opportunities.
The process is designed around four simple steps.
01
Become a Member
Your access begins with a suitability review.
Puka Wealth is not a financial advisor and does not provide financial advice. Before membership is approved, Puka Wealth conducts a suitability review to confirm that participation is consistent with applicable requirements and IRA regulations.
Once approved, members gain access to private investment opportunities selected for participation through the Puka Wealth Profit Sharing Plan.
Membership gives you the opportunity to review available investments, understand how participation is structured, and decide whether an opportunity is appropriate for you. You are responsible for making your own investment decisions and should consult your own qualified financial, tax, or legal adviser as appropriate.
02
Direct Your Retirement Capital
Put eligible retirement assets to work differently.
Participation is funded through an eligible Non-Prototype IRA.
Rather than taking a personal distribution from your retirement account, eligible funds are directed through the retirement-account structure toward your participation in the Puka Wealth Profit Sharing Plan.
This provides access to select private investments while keeping participating capital within a retirement structure.
03
Participate in the Opportunity
Your retirement capital participates through the Plan.
When you choose an investment opportunity, your eligible retirement funds are used to participate through the Puka Wealth Profit Sharing Plan.
The Plan invests participating capital in the selected private investment and records your participation based on the holdings attributable to your account. Benefits and distributions are passed through to you according to those holdings through an FBO structure.
Each opportunity has its own terms, structure, risks, and potential. These details are provided before you decide whether to participate.
04
Share in the Potential Value
Your participation connects you to the investment’s outcome.
If an opportunity generates proceeds, your share is handled according to your position’s holdings in the Puka Wealth Profit Sharing Plan and the applicable investment agreement.
Because participation occurs through an eligible retirement account, proceeds are returned to that retirement-account structure rather than paid directly to you.
Private investments involve risk. Investment value may increase or decrease, and profits or distributions are not guaranteed.
Ready to Learn More?
Whether you’re exploring membership, or reviewing a current opportunity, we’re here to help you understand the process before you participate.