WEALTHFORGE DISTRIBUTORS, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
RICHMOND, Virginia
CRD number
330314
Registered since
March 12, 2025

Firm profile

FINTRX

Overview

Wealthforge Distributors, LLC is organized as a limited liability company and shows an SEC registration date of 2025. The firm is listed as having mixed ownership (a domestic entity and an individual) and is categorized in the dataset as "unclassified," which limits firm-type inferences from public records. The snapshot flags the firm as not acting as a capital allocator and not active on ESG investing, and it is not identified as a multi-state adviser, pension consultant, or related adviser. Those attributes suggest the entity is not positioning itself as a traditional asset manager that sources and allocates client capital across portfolios. The available profile contains only high-level registry fields and does not disclose client segments, fee schedules, or advisory product lines in the provided dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • DONNA ARLES

    Chief Financial OfficerCRD 6489389

  • JAMES RAPER

    Chief Compliance OfficerCRD 5721253

  • GEORGE ROBBINS

    Chief Executive OfficerCRD 2440106

Contacts

3 of 7
  • Margo Steahly

    Registered RepresentativeCRD 2955957

  • Lora Sekosky Smith

    Managing DirectorCRD 1564364

  • Merritt Harrell

    Supervisory PrincipalCRD 7010902

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

RICHMOND, VA

HENRICO

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
HENRICO
Address
3015 Moore St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth