FORWARD WEALTH MANAGEMENT, LLC

Overview

Forward Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients, with supplemental work for small-business owners. The firm operates primarily on a discretionary basis, providing financial planning and ongoing portfolio management. Its fee mix combines asset-based fees and fixed-fee arrangements, which aligns with a hands-on advisory model that manages client portfolios rather than acting solely as a one-off planner. From the firm's filings, its investment approach favors pooled public vehicles—chiefly mutual funds—rather than heavy direct-stock trading or bespoke alternative structures. The adviser does not identify itself as an active ESG investor, does not operate as a multi-state adviser, and does not provide pension consulting. The pattern of assets and custodial relationships suggests a focus on scalable, manager-driven strategies delivered through discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices