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FORSYTHE WEALTH MANAGEMENT, INC.
CRD 293152
1401 E GREENWOOD AVE, STE 200, CROWN POINT, IN, 46307, United States
Phone
(219) 213-2537
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$79.4M
Discretionary AUM
$79.4M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $24.0M |
| High net worth individuals | 24 | $47.5M |
| Charitable organizations | 3 | $6.9M |
| Corporations/business entities | 3 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD