Wealth Forward Advisors

Overview

Wealth Forward Advisors is a limited liability company that registered with the SEC in 2025 and is identified as a newly formed adviser. The firm provides financial planning and portfolio management services for individuals, small businesses and institutional clients, and it also performs selection-of-other-advisers work, indicating use of third-party managers or sub‑advisor relationships. Wealth Forward charges fees as a percentage of assets under management and also offers hourly billing. It is flagged as a capital allocator, is not positioned as an ESG-focused investor, and is not registered as a multi-state adviser. Ownership is listed as a combination of a domestic entity and an individual. The firm does not present itself as a pension consultant or as a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Location & Offices