Forgemark Private Wealth LLC

Overview

Forgemark Private Wealth LLC is a privately owned limited liability company that combines insurance brokerage with advisory services. The firm’s stated advisory activities include financial planning, pension consulting and the selection of other advisers. It is identified as a capital allocator but the snapshot does not describe specific products, strategies or client segments. Forgemark is not listed as an active ESG investor, is not a multi-state adviser, and is not newly formed; the year of SEC registration is not provided. Its fee arrangements can include a percentage of assets under management, fixed fees and other fee structures. The firm is affiliated with an insurance company and lists insurance brokerage among its primary business activities.

Assets & Accounts

Location & Offices