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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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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