WEALTH FORWARD, LLC
Firm details
- Headquarters
- FARGO, North Dakota
- CRD number
- 159467
- Registered since
- April 15, 2013
- Website
- www.wealthforward.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.36%
- Individuals40.38%
- Pension & Profit Sharing Plans4.1%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wealth Forward, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves both individual/family and institutional clients and offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. It also conducts insurance brokerage and accounting activities alongside its advisory practice. Fee arrangements include percentage-of-assets, hourly charges, and fixed fees. The firm is not positioned as a capital allocator and does not advertise ESG investing as an active focus.
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 Funds87%
- Exchange Traded Equities7%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1STEPHANIE TERNES
Client Relationship CoordinatorCRD 5198724
Contacts
1 of 1RYAN BERG
Owner / Financial AdvisorCRD 4718436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$195M in ETFs
100%
$195M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF (FNDA) | Schwab | Passive | Small Blend | $19.2M | 592,207 | 9.83% |
Location
FARGO, ND
CASS
Location
FARGO, ND
Headquartered in FARGO, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.
- Metro area
- Fargo-Wahpeton, ND-MN
- Region
- Midwest
- County
- CASS
- Address
- 2632 47th St S
- Time zone
- CT (UTC-6)
- Office locations
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