Forthright Wealth Management, LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 220515
- Registered since
- May 6, 2015
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.22%
- Individuals12.24%
- Corporations / Businesses1.51%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Forthright Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2015. The firm operates as a limited liability company owned by a domestic entity and individuals and describes itself as a capital allocator serving both individual/family and institutional clients. Its business model centers on fee-based advisory relationships charged as a percentage of assets under management and includes financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers and managers. Forthright does not flag itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds30%
- US Government Bonds6%
- Cash & Cash Equivalents6%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$396M in ETFs
77%
$305M
21%
$90.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $53.9M | 76,965 | 13.62% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 11780 Northfall Ln
- Time zone
- ET (UTC-5)
- Office locations
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