Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealth Forward, LLC

    Registered investment advisor · Fargo, North Dakota · CRD #159467

    Assets Under Management
    $228M
    Client Accounts
    1,052
    Employees
    2
    CRD Number
    159467
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealth Forward, LLC

    Wealth Forward, LLC is a SEC-registered investment advisory firm headquartered in Fargo, North Dakota, managing approximately $228M in regulatory assets across 1,052 client accounts. The firm's full regulatory record is filed with the SEC under CRD #159467.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealth Forward, LLC

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    Frequently Asked Questions

    What is Wealth Forward, LLC's AUM?

    Wealth Forward, LLC reports approximately $228M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealth Forward, LLC headquartered?

    Wealth Forward, LLC is headquartered in Fargo, North Dakota.

    What is Wealth Forward, LLC's CRD number?

    Wealth Forward, LLC's CRD number is 159467. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealth Forward, LLC manage?

    Wealth Forward, LLC manages approximately 1,052 client accounts according to its latest SEC filing.

    Is Wealth Forward, LLC SEC registered?

    Yes, Wealth Forward, LLC is registered with the SEC as an investment adviser with an approved registration status.

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