FORWARD WEALTH

Overview

Forward Wealth is a newly formed limited liability company that registered with the SEC in 2026. Ownership is listed as a mix of a domestic entity and an individual. The firm is categorized as unclassified in the snapshot data and reports that it operates as a capital allocator; its stated activities combine insurance brokerage with a range of advisory services. Service offerings emphasize retail and small-business clients: the firm lists financial planning, portfolio management for individuals and small businesses, pension consulting services, the selection of other advisers, and educational seminars/workshops. Compensation methods named include both percentage-of-AUM fees and fixed fees. Forward Wealth indicates it is not an active ESG investor and does not operate as a multi-state adviser. The combination of insurance brokerage and advisory capabilities, plus explicit capacity to select other advisers, suggests a model that can mix in-house planning and distribution with outsourced investment management or model manager selection rather than operating solely as a discretionary asset manager.

Assets & Accounts