RIA Intel›Advisers›Arizona›FORTHRIGHT FINANCES LLC

FORTHRIGHT FINANCES LLC

Advisory

TUCSON, AZ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$98K

across 291 accounts

AUM per adviser

$29M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$29M

Discretionary %

97.7%

Clients

54

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$29M

Discretionary AUM$28M

Non-Discretionary AUM$650K

Discretionary %97.7%

Total Clients54

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, NV, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

BABIN WEALTH MANAGEMENT LLC

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$29M

ASSOCIATED PROFESSIONAL INVESTMENTS, LLC

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$28M

+2.0% 1Y

CLEAN ENERGY CAPITAL, LLC

TUCSON, AZ

$29M

-46.6% 1Y

INVESTMENT ADVISORS OF AMERICA, L.L.C.

PHOENIX, AZ

$28M

-38.7% 1Y

UNIVERSAL WEALTH MANAGEMENT LLC

SURPRISE, AZ

$28M

INVESTMENT TRENDS CAPITAL GROUP LLC

$28M

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