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FOREFRONT
FOREFRONT WEALTH PARTNERS, LLC
CRD 308521 · SEC 801-130608
7500 RIALTO BLVD, BLDG 1, SUITE 250, AUSTIN, TX, 78735, United States
Phone
512-617-1984
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$239.8M
Discretionary AUM
$239.8M
Team
15 total employees; 7 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES AND REVENUE SHARE FOR REFERRALS TO THIRD PARTIES
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 468 | $98.7M |
| High net worth individuals | 104 | $140.9M |
States served
AK, AZ, CA, CO, GA, ID, IL, LA, MA, MI, MN, NJ, NY, NC, OH, PA, SC, TN, UT, VA, WV, WI, WA, TX, NH, HI, FL
All web addresses on file
- https://www.linkedin.com/in/melissamurphypavone/
- https://www.linkedin.com/in/michellefuccella/
- https://www.linkedin.com/in/chrisamores/
- https://www.linkedin.com/in/chris-marrone/
- https://www.linkedin.com/in/melissamurphypavone/
- https://www.linkedin.com/in/kevinchurchillcfa/
- https://www.linkedin.com/in/bruce-kern-1014/
- https://www.linkedin.com/in/kelle-schnabel-linked-in
- https://www.linkedin.com/in/aspenknickrehm/
- https://www.linkedin.com/in/amy-colton-mba-cdfa-30094b158/
- https://www.linkedin.com/in/chad-rixse/
- https://www.linkedin.com/in/jacob-logan-a49b10183/
- https://www.linkedin.com/in/saad-zariff/
- https://www.linkedin.com/in/nicholaswolf/
- https://www.mysummitadvisors.com
- https://www.linkedin.com/company/forefront-wealth-partners/
- https://www.facebook.com/profile.php?id=61566345307188
- https://www.linkedin.com/in/donovanjsealy/
- https://www.instagram.com/forefrontwp/
- https://www.twitter.com/ForefrontWP
- https://www.linkedin.com/in/laurie-mcaleenan-6102872a8/
- http://www.forefrontwealthpartners.com
- https://www.youtube.com/@forefrontwp
- https://www.namapw.com
- https://www.linkedin.com/in/happy-witt/
- https://www.facebook.com/christopher.marrone.33
- https://www.facebook.com/profile.php?id=61565217128968
- https://www.facebook.com/amy.colton.77/
- https://www.facebook.com/chad.rixse
- https://www.facebook.com/jacob.logan.14473
- https://www.instagram.com/chad_at_forefront/
- https://www.facebook.com/profile.php?id=61565687445670
- https://www.linkedin.com/in/kathleen-oberneder-chsnc%C2%AE-5526413/
- https://www.linkedin.com/in/david-leone-cfp®-cima®-71b2a2183/
- https://www.linkedin.com/in/lauren-mulligan-b4a789a3/
- https://www.facebook.com/profile.php?id=61568752898346
- https://www.facebook.com/forefrontwp
- https://forefrontwealthpartners.com/blog/
- https://www.linkedin.com/in/ericjnegron/
- https://www.youtube.com/@forefrontadvisornetwork
- https://www.facebook.com/forefrontwealthpartners
Official SEC filing: View on IAPD