FORTHRIGHT WEALTH MANAGEMENT, LLC

5755 North Point Pkwy, Suite 47
Alpharetta, Georgia 30022
Tel: 470-395-4749

About FORTHRIGHT WEALTH MANAGEMENT, LLC

FORTHRIGHT WEALTH MANAGEMENT, LLC, formally registered with the SEC as FORTHRIGHT WEALTH MANAGEMENT, LLC. The firm was established in 05/06/2015. They have over 1 offices throughout the country.

FORTHRIGHT WEALTH MANAGEMENT, LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $663,769,999 assets under management, offering retirement planning & investment advisory services to 1779 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	220515
SEC#	801-96202
Assets Managed by Firm	$663,769,999
No. of Clients	1779
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1779	$663,769,999
Individuals (other than high net worth individuals)	278	$91,206,452
High net worth individuals	249	$561,701,521
Charitable organizations	Fewer than 5 clients	$152,999
Corporations or other businesses	Fewer than 5 clients	$10,709,027

More Retirement Planning firms in Alpharetta, Georgia:

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TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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