Wealthforge Distributors, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Richmond, Virginia
CRD number
330314
Registered since
March 12, 2025

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • George Robbins

    George Robbins

    Chief Executive OfficerCRD 2440106

  • James Raper

    James Raper

    Chief Compliance OfficerCRD 5721253

  • Donna Arles

    Donna Arles

    Chief Financial OfficerCRD 6489389

Contacts

3 of 7
  • Lora Sekosky Smith

    Lora Sekosky Smith

    Managing DirectorCRD 1564364

  • John Hughes

    John Hughes

    Registered PrincipalCRD 252597

  • Margo Steahly

    Margo Steahly

    Registered RepresentativeCRD 2955957

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth