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FORZA WEALTH MANAGEMENT
7701 Holiday Drive
Sarasota, Florida 34231
Tel: 941-203-3748
About FORZA WEALTH MANAGEMENT
FORZA WEALTH MANAGEMENT, formally registered with the SEC as FORZA WEALTH MANAGEMENT. The firm was established in 09/04/2020. They have over 1 offices throughout the country.
FORZA WEALTH MANAGEMENT is a Sarasota, Florida based Financial Planning firm with nearly $276,594,260 assets under management, offering retirement planning & investment advisory services to 282 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281075 |
| SEC# | 801-119396 |
| Assets Managed by Firm | $276,594,260 |
| No. of Clients | 282 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 282 | $276,594,260 |
| Individuals (other than high net worth individuals) | 53 | $19,467,203 |
| High net worth individuals | 63 | $251,565,458 |
| Charitable organizations | Fewer than 5 clients | $5,561,458 |
| Corporations or other businesses | Fewer than 5 clients | $141 |
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