# ForthRight Wealth Management

ForthRight Wealth Management is a Bank / Wealth / Trust based in Alpharetta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Alpharetta, United States
- **Region:** North America
- **Address:** 11780 Northfall Ln Ste 303, Alpharetta, GA 30009, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** forthrightwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/frwm

## Regulatory record

- **CRD number:** 220515
- **SEC file number:** 801-96202
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/220515

## About

ForthRight Wealth Management opened in 2015 and operates from a single office at 11780 Northfall Lane in Alpharetta, Georgia. The firm's website lists nine professionals — including Jeff Wills, Tony Austreng, Brian Johnston, John Ellis, Carson Fields, Michelle Faraca, Georgia Ellis, Molli Wills, and Trey Arnold — and emphasizes CFP® certification as a credentialing anchor. Client segments are explicitly carved into six lanes: women investors, business owners, corporate executives, families and individuals, healthcare professionals, and retirees. The firm provides portfolio management, retirement planning, financial planning, risk management, business planning, and estate, charitable giving and trust services. The website describes a planning-led philosophy that matches client time horizons and risk tolerance rather than applying a single model portfolio. Asset-class exposures, investment vehicles, and geographic mandates are not disclosed publicly. The firm's blog, WorthWhile, publishes on topics spanning Social Security survivor benefits, prenuptial agreements, and housing-market dynamics, signaling a broad financial-planning practice that touches tax, estate, and household cash-flow decisions alongside investment management. Team size and asset levels are not publicly reported. No additional offices or separate legal vehicles such as a philanthropic foundation or real-asset arm appear in the firm's disclosures. The registration as a Georgia-based RIA anchors the compliance structure. No dated operational events from the last 24 months — such as a team promotion, a new office, or a published AUM milestone — were identified in the available sources. ForthRight's architecture differs from a pure investment-shop RIA by layering a segmented, persona-based planning model on top of a generalist advisory license. The absence of a single flagship strategy or fund vehicle makes the practice closer to a multi-partner planning platform than to an asset-gathering manager.

## People

- Jeff Wills — Advisor
- Tony Austreng — Advisor
- Brian Johnston — Advisor
- John Ellis — Advisor
- Carson Fields — Advisor
- Michelle Faraca — Advisor
- Georgia Ellis — Advisor
- Molli Wills — Advisor
- Trey Arnold — Advisor

## Questions

### Who leads the advisory team at ForthRight Wealth Management?

The firm's website lists nine advisors: Jeff Wills, Tony Austreng, Brian Johnston, John Ellis, Carson Fields, Michelle Faraca, Georgia Ellis, Molli Wills, and Trey Arnold. The site emphasizes CFP® certification as a common credential among the team but does not designate a single CEO or CIO.

### Does ForthRight publish its assets under management?

No. ForthRight does not disclose AUM on its website, in its SEC filings summary, or in any public source captured. The firm's total client assets and advisory footprint remain undisclosed.

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Last updated: 2026-08-11T02:43:31.692Z

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