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Flying Forward Wealth Management
FLYING FORWARD WEALTH MANAGEMENT is an SEC-registered investment adviser in BOERNE, TX. The firm manages $13 million in assets, $12 million on a discretionary...
Flying Forward Wealth Management
FLYING FORWARD WEALTH MANAGEMENT is an SEC-registered investment adviser in BOERNE, TX. The firm manages $13 million in assets, $12 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Is Flying Forward Wealth Management a commercial wealth manager or a single-family office?
Based on publicly available records, the entity does not market services to external clients, maintain a professional LinkedIn page, or operate a client-facing website — all markers of a single-family office rather than a commercial wealth-management practice. The name 'Wealth Management' is used by many family offices as a generic descriptor rather than an indication of third-party advisory services.
Why is there no public information on the principals or investment strategy?
A small number of family offices deliberately avoid public disclosure to protect family privacy, reduce unsolicited deal flow, and maintain operational security. In these cases, the firm may conduct all investment activity through a separate manager, trust structure, or attorney-in-fact arrangement, leaving the wealth management entity as a bare legal shell without any public-facing documentation. This is a legitimate and not uncommon structure, particularly for families with concentrated operating-company wealth.
How can I identify the family behind this entity?
Identifying the family would typically require access to state-level business registrations, which may list a registered agent but not necessarily the beneficial owners. Without a publicly disclosed wealth event (such as a company sale or IPO linked to the entity) or a named principal in a regulatory filing, the family remains unknown through standard commercial databases.
Does this entity participate in fund commitments or direct investments?
There is no public record of the entity's investment activity. Many family offices that operate at this level of discretion conduct all investment activity through intermediary entities, law firms, or family trusts that do not carry the wealth management name. The investment posture is entirely undocumented in the public record.
Is Flying Forward Wealth Management still actively operating?
As of mid-2026, the entity remains listed in the records that captured its name, but without a website, press mentions, or transaction history, active operational status cannot be confirmed. The entity may be actively managing assets, or it could be a legacy registration with minimal ongoing activity. Standard commercial databases show no indication of dissolution or name change.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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