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, SEC-registered registered investment adviser organized as an LLC and formed before 2020 (registered with the SEC in 2020). The firm is owned by an individual and focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management charge with hourly billing for select services. Forza does not present itself as a multi-state adviser and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1TIMOTHY VIDENKA
Chief Investment Officer & PrincipalCRD 3251250
Contacts
3 of 3Kimberly 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 75Active vs passive
$177M in ETFs
73%
$129M
23%
$48.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $17.4M | 197,403 | 9.81% |
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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