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OLD FORGE WEALTH MANAGEMENT, LLC
CRD 323417
3351 POST ROAD, FIRST FLOOR, WARWICK, RI, 02886, United States
Phone
(401) 885-5787
Fax
(401) 737-0374
Registration
— (—)
Source
State registered
Total AUM
$99.0M
Discretionary AUM
$99.0M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 220 | $58.9M |
| High net worth individuals | 24 | $38.7M |
All web addresses on file
Official SEC filing: View on IAPD