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WEALTH FORWARD, LLC
CRD 159467 · SEC 801-77905
2632 47TH ST S., SUITE 107, FARGO, ND, 58104, United States
Phone
701-293-5789
Fax
701-293-0331
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.1M
Discretionary AUM
$212.8M
Team
2 total employees; 2 advisory reps; 12 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 304 | $92.1M |
| High net worth individuals | 51 | $126.3M |
| Pension/profit sharing plans | 12 | $9.4M |
States served
MN, ND, TX, NH
All web addresses on file
Official SEC filing: View on IAPD