FORWARD WEALTH MANAGEMENT, LLC

Phone

704-595-3386

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$94.1M

Discretionary AUM

$93.4M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No