RIA Intel›Advisers›North Carolina›FORWARD WEALTH MANAGEMENT, LLC

FORWARD WEALTH MANAGEMENT, LLC

Advisory

CHARLOTTE, NC

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in NC
#419
of 516 advisers by AUM
Average account
$663K
across 142 accounts
AUM per adviser
$94M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$94M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$94M
Discretionary AUM$93M
Non-Discretionary AUM$688K
Discretionary %99.3%
Total Clients45
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, NC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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