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 shows SEC registration in 2025. Regulatory metadata classifies the firm as "unclassified" and lists its owner type as a domestic entity and/or individual. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state or newly formed adviser in the available snapshot. Public filings provide minimal detail about the firm's operating model. Fields for business activities, advisory services, fee structure and client segmentation are blank in the dataset, which constrains a clear read on whether the entity operates primarily as a distributor, a placement intermediary, or in another role within financial services.
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
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
Similar firms
Agecroft Partners, LLC
Broker-DealerRichmond, VA
Harris Williams
Broker-DealerRichmond, VA
Marriott Securities, LLC
Broker-DealerRichmond, VA
Cary Street Partners
Broker-DealerRichmond, VA
Thompson Davis Asset Management
Broker-DealerRichmond, VA
Frontier Securities
Broker-DealerRichmond, VA