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 public filings as a fund distributor. The firm is recorded as SEC-registered in 2025 and is listed as being owned by a domestic entity and an individual. In FINTRX fields it is identified as a distributor rather than an investment manager or allocator. The profile shows that Wealthforge Distributors does not act as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multi-state adviser, not designated a pension consultant, and is not listed as a related adviser to another firm.
Assets & Accounts
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
Owners & executives
3 of 3
Donna Arles
Chief Financial OfficerCRD 6489389
James Raper
Chief Compliance OfficerCRD 5721253
George Robbins
Chief Executive OfficerCRD 2440106
Contacts
3 of 7
Margo Steahly
Registered RepresentativeCRD 2955957
Lora Sekosky Smith
Managing DirectorCRD 1564364
Merritt Harrell
Supervisory PrincipalCRD 7010902
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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