Wealthforge Securities, LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 152550
- Registered since
- February 2, 2011
- Website
- www.wealthforge.com
Firm profile
FINTRXOverview
Wealthforge Securities, LLC is organized as a limited liability company and has been SEC-registered since 2011. FINTRX classifies the firm as unclassified; ownership is recorded as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, is not active on ESG mandates, and is not listed as a multi-state adviser. Other recorded attributes indicate it is not a newly formed adviser, not a pension consultant, and not a related adviser.
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 3
James Raper
Chief Compliance OfficerCRD 5721253
Donna Arles
Chief Financial OfficerCRD 6489389
George Robbins
Chief Executive OfficerCRD 2440106
Contacts
3 of 40James Temple
Registered RepresentativeCRD 7084089
Christopher Gibson
Co-FounderCRD 2299565
Kolby Griffin
Sr. ManagerCRD 6828514
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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