WEALTH FORWARD, LLC
SEC Form ADV profile.
Total regulatory AUM
$228,127,843
Discretionary
$212,801,254
Non-discretionary
$15,326,589
Firm details
- CRD number
- 159467
- SEC file number
- 801-77905
- Main office
- FARGO, ND, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.mywealthforward.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.