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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 $197,216,763 assets under management, offering retirement planning & investment advisory services to 965 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159467 |
| SEC# | 801-77905 |
| Assets Managed by Firm | $197,216,763 |
| No. of Clients | 965 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 965 | $197,216,763 |
| Individuals (other than high net worth individuals) | 311 | $84,950,053 |
| High net worth individuals | 45 | $104,259,286 |
| Pension and profit sharing plans | 13 | $7,897,715 |
| Charitable organizations | Fewer than 5 clients | $109,709 |
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|---|---|---|---|
| $848,373,480 | 12 | 5 | |
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