Wealthforge Distributors, LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 330314
- Registered since
- March 12, 2025
Firm profile
FINTRXOverview
Wealthforge Distributors, LLC is organized as a limited liability company and is classified in the data as a fund distributor. The record shows an SEC registration year of 2025 and indicates ownership that involves a domestic entity and an individual. The firm is not identified as a capital allocator and the dataset does not list advisory or other business activities. It is flagged as not being an active ESG investor, not a multistate adviser, not a pension consultant, and not a related adviser. The public record provided here contains minimal operational detail beyond the distributor classification, so the firm appears positioned primarily to distribute pooled investment products rather than to act as a traditional asset manager or fiduciary investment adviser. The dataset does not describe client segments, fee structure, or specific services.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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