RIA Intel›Advisers›Georgia›FORTHRIGHT WEALTH MANAGEMENT, LLC

FORTHRIGHT WEALTH MANAGEMENT, LLC

Advisory

N·ALPHARETTA, GA

Data as of May 27, 2026 · Source: SEC Form ADV

Total AUM

$773M

1-Year AUM Growth

+9.9%

3-Year CAGR

+12.2%

Employees

6

Assets Under Management

Total AUM$773M

Discretionary AUM$767M

Non-Discretionary AUM$7M

Discretionary %99.1%

Total Clients527

Team

Total Employees6

Investment Advisers10

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record31

First FilingApr 21, 2015

Latest FilingMay 27, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FORTHRIGHT WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.