Wealth Forward, LLC

RIASEC RegisteredEst. 2013

Total AUM

$228M

Discretionary

$213M

93% of AUM

Avg account

$217K

Accounts

1,052

Employees

Advisory reps

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

FINTRX

Overview

Wealth Forward, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and founded in 2013. The firm is owned by an individual and serves a mix of individual & family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it also offers pension consulting services. In addition to investment advice, the firm conducts ancillary business as an insurance broker and an accountant. Fee arrangements are flexible: Wealth Forward charges asset-based fees, and also uses hourly and fixed-fee billing for certain engagements. The firm does not act as a capital allocator running its own external funds, and it does not identify as an active ESG investor.