RIA Intel›Advisers›New Hampshire›STRAIGHT FORWARD WEALTH MANAGEMENT, LLC

STRAIGHT FORWARD WEALTH MANAGEMENT, LLC

Advisory

ROCHESTER, NH

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

Average account

$107K

across 426 accounts

AUM per adviser

$23M

2 advisers

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

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients339

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, ME, NH

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

339 clients

2 high-net-worth

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

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