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WEALTH FORWARD, LLC
2632 47th St S.
Suite 107
Fargo, North Dakota 58104
Tel: 701-293-5789
About WEALTH FORWARD, LLC
WEALTH FORWARD, LLC, formally registered with the SEC as WEALTH FORWARD, LLC. The firm was established in 04/15/2013. They have over 1 offices throughout the country.
WEALTH FORWARD, LLC is a Fargo, North Dakota based Financial Planning firm with nearly $140,230,137 assets under management, offering retirement planning & investment advisory services to 918 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 159467 |
| SEC# | 801-77905 |
| Assets Managed by Firm | $140,230,137 |
| No. of Clients | 918 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 918 | $140,230,137 |
| Individuals (other than high net worth individuals) | 299 | $71,014,678 |
| High net worth individuals | 31 | $64,522,277 |
| Pension and profit sharing plans | 12 | $4,519,790 |
| Charitable organizations | Fewer than 5 clients | $173,392 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,325,396,107 | 2537 | 29 | |
| $851,352,802 | 11 | 5 | |
| $193,704,748 | 19 | 1 | |
| $169,427,001 | 399 | 1 | |
| $158,396,000 | 1891 | 12 |
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