FLYING FORWARD WEALTH MANAGEMENT

Overview

Flying Forward Wealth Management is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM fees and fixed fees. Its business model centers on discretionary portfolio management — most assets are managed on a discretionary basis — and the firm leans toward liquid, equity-focused strategies as its primary allocation preference. Investment activity emphasizes exchange-traded equities and ETFs as the engine of client portfolios, with a clear tilt toward equity exposure rather than fixed income or ESG-driven mandates. The firm is not positioned as a multi-state adviser or pension consultant and does not identify as an active ESG investor. An affiliation with an insurance company supports the integration of annuity and insurance solutions into client plans where appropriate.

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Public Holdings

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Location & Offices