RIA Intel›Advisers›Rhode Island›OLD FORGE WEALTH MANAGEMENT, LLC

OLD FORGE WEALTH MANAGEMENT, LLC

Advisory

WARWICK, RI

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in RI
#73
of 90 advisers by AUM
Average account
$212K
across 467 accounts
AUM per adviser
$99M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$99M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$99M
Discretionary AUM$99M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients244
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MA, NE, RI, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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