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 listed as SEC-registered in 2025. Ownership is described as a combination of a domestic entity and an individual. Public filings classify the adviser as "unclassified" and indicate the firm does not operate as a capital allocator, does not report active ESG investing, and is not designated as a multi-state adviser. The firm also does not report pension consulting or related-adviser status.
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
Marriott Securities, LLC
Broker-DealerRichmond, VA
Thompson Davis Asset Management
Broker-DealerRichmond, VA
Harris Williams
Broker-DealerRichmond, VA
Davenport & Company LLC
Broker-DealerRichmond, VA
Frontier Securities
Broker-DealerRichmond, VA
First Dominion Capital Corp.
Broker-DealerRichmond, VA