Forza Wealth Management

RIASEC Registered

Total AUM

$422M

Discretionary

$422M

100% of AUM

Avg account

$1.2M

Accounts

356

Employees

Advisory reps

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

FINTRX

Overview

Forza Wealth Management is an independent, privately owned registered investment adviser that began its SEC registration in 2020. The firm operates as a limited liability company focused on serving individual and family clients with a mix of financial planning and discretionary portfolio management for individuals and small businesses. Its fee structure combines a percentage of assets under management with hourly charges for planning or advisory work. Forza is not organized as a capital allocator and relies on third-party managers for certain strategies rather than operating as an allocator itself. The firm does not identify as an active ESG investor.