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 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
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 3DONNA ARLES
Chief Financial OfficerCRD 6489389
JAMES RAPER
Chief Compliance OfficerCRD 5721253
GEORGE ROBBINS
Chief Executive OfficerCRD 2440106
Contacts
3 of 7Margo 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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