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FORZA WEALTH ADVISORY SERVICES LLC

Advisory

Data as of Mar 11, 2025 · Source: SEC Form ADV

Rank in NY

#5,603

of 5,722 advisers by AUM

Average account

$239K

across 4 accounts

AUM per adviser

$957K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2025.

Total AUM

$957K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$957K

Discretionary AUM$0

Non-Discretionary AUM$957K

Discretionary %0%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

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

4 clients

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

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