RIA Intel›Advisers›Texas›FORTHRIGHT FAMILY WEALTH ADVISORY LLC

FORTHRIGHT FAMILY WEALTH ADVISORY LLC

Advisory

N·HOUSTON, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$191M
1-Year AUM Growth
+26.0%
3-Year CAGR
-3.2%
Employees
1
Assets Under Management
Total AUM$191M
Discretionary AUM$191M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients62
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record17
First FilingJul 12, 2019
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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