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 SEC registration in 2025. Regulatory metadata classifies the firm as "unclassified" and lists its owner type as a domestic entity and/or individual. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state or newly formed adviser in the available snapshot. Public filings provide minimal detail about the firm's operating model. Fields for business activities, advisory services, fee structure and client segmentation are blank in the dataset, which constrains a clear read on whether the entity operates primarily as a distributor, a placement intermediary, or in another role within financial services.

Assets & Accounts

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

    Donna Arles

    Chief Financial OfficerCRD 6489389

  • James Raper

    James Raper

    Chief Compliance OfficerCRD 5721253

  • George Robbins

    George Robbins

    Chief Executive OfficerCRD 2440106

Contacts

3 of 7
  • Margo Steahly

    Margo Steahly

    Registered RepresentativeCRD 2955957

  • Lora Sekosky Smith

    Lora Sekosky Smith

    Managing DirectorCRD 1564364

  • Merritt Harrell

    Merritt Harrell

    Supervisory PrincipalCRD 7010902

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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