Wealth Forward, LLC
Firm details
- Headquarters
- Fargo, North Dakota
- CRD number
- 159467
- Registered since
- April 15, 2013
- Website
- www.wealthforward.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.36%
- Individuals40.38%
- Pension & Profit Sharing Plans4.1%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wealth Forward, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2013. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its business activities also include operating as an insurance broker and providing accounting services. Ownership is held by an individual operator rather than a corporate parent. Fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports that it is not a capital allocator and it does not position 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
- Public Funds/Mutual Funds87%
- Exchange Traded Equities7%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Stephanie Ternes
Client Relationship CoordinatorCRD 5198724
Contacts
1 of 1
Ryan Berg
Owner / Financial AdvisorCRD 4718436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$227M in ETFs
97%
$221M
0%
$5.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF (FNDA) | Schwab | Passive | Small Blend | $40.4M | 1,153,317 | 17.77% |
Location
Fargo, ND
Cass
Location
Fargo, ND
Headquartered in Fargo, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.
- Metro area
- Fargo-Wahpeton, ND-MN
- Region
- Midwest
- County
- Cass
- Address
- 2632 47th St S
- Time zone
- CT (UTC-6)
- Office locations
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