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FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD 220515 · SEC 801-96202
11780 NORTHFALL LANE, SUITE 303, ALPHARETTA, GA, 30009, United States
Phone
470-395-4749
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$773.4M
Discretionary AUM
$766.8M
Team
10 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 301 | $94.7M |
| High net worth individuals | 266 | $666.9M |
| Corporations/business entities | 8 | $11.7M |
States served
AL, CO, GA, LA, NE, NC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD