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STRAIGHT FORWARD WEALTH MANAGEMENT, LLC
CRD 329055
60 ROCHESTER HILL ROAD, STE 1, ROCHESTER, NH, 03867, United States
Phone
603-994-4569
Fax
603-994-4575
Registration
— (—)
Source
State registered
Total AUM
$45.5M
Discretionary AUM
$45.5M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 337 | $42.5M |
| High net worth individuals | 2 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD