Forza Wealth Management
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 281075
- Registered since
- September 4, 2020
- Website
- www.forzawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI89.09%
- Individuals7.38%
- Corporations / Businesses1.72%
- Charitable Organizations1.57%
- Pension & Profit Sharing Plans0.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Forza Wealth Management is an independent registered investment adviser organized as an LLC and operating since 2020. The firm is owned by an individual and focuses on serving individuals, families and small-business clients. Its advisory services center on financial planning and portfolio management for private clients, billed primarily as a percentage of assets under management with the option of hourly charges for planning work. Forza identifies as an independent RIA, does not position itself as a capital allocator, and is not organized as a multi-state adviser or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities33%
- Cash & Cash Equivalents19%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Timothy Videnka
Chief Investment Officer & PrincipalCRD 3251250
Contacts
3 of 3
Kimberly Evener
Director of Client ServicesCRD 7635652
Michael Demassa
Founder & PrincipalCRD 3272355
Diane Huntley
Investment AdvisoryCRD 8026482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$202M in ETFs
73%
$147M
24%
$55.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $17.6M | 226,104 | 8.71% |
Location
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 5605 Marquesas Cir
- Time zone
- ET (UTC-5)
- Office locations
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