Wealth Forward Advisors

Overview

Wealth Forward Advisors is a newly formed limited liability company that registered with the SEC in 2025. The firm identifies as a capital allocator and combines fee structures that include a percentage of assets under management and hourly billing. It is organized under a domestic ownership structure that includes individual ownership, and it is currently classified as unclassified in the source data. Its stated advisory activities cover comprehensive financial planning and portfolio management across several client segments: individuals and small businesses, as well as businesses or institutions. The firm also lists selection of other advisers among its activities, indicating it plans to use third-party managers or sub-advisers as part of its service model. Wealth Forward Advisors does not present itself as an active ESG investor, is not a multi-state adviser per the data, and does not act as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives