Wealthforge Distributors, LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 330314
- Registered since
- March 12, 2025
Firm profile
FINTRXOverview
Wealthforge Distributors, LLC is organized as a limited liability company and is classified in FINTRX as a fund distributor. The firm is listed with an SEC registration year of 2025 and is owned by a mix of a domestic entity and an individual. FINTRX flags the firm as not acting as a capital allocator and not participating as an active ESG investor. The profile does not identify Wealthforge Distributors, LLC as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. No advisory or detailed business-activity descriptions were provided in the source data.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
George Robbins
Chief Executive OfficerCRD 2440106

James Raper
Chief Compliance OfficerCRD 5721253

Donna Arles
Chief Financial OfficerCRD 6489389
Contacts
3 of 7
Lora Sekosky Smith
Managing DirectorCRD 1564364

John Hughes
Registered PrincipalCRD 252597

Margo Steahly
Registered RepresentativeCRD 2955957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Richmond, VA
Henrico
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 3015 Moore St
- Time zone
- ET (UTC-5)
- Office locations
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