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Old Forge Wealth Management
Old Forge Wealth Management is an RIA-based multi-family office with no disclosed AUM, named principals, or public investment activity.
Old Forge Wealth Management
Old Forge Wealth Management, LLC is an SEC-registered investment adviser in Warwick, RI. The firm manages approximately $99 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Sector focus
Frequently asked questions
Who runs investment decisions at Old Forge Wealth Management?
Old Forge Wealth Management has not publicly named any investment principals, CIOs, or managing partners. The firm's leadership structure is not disclosed in public records or regulatory filings.
Is Old Forge Wealth Management a single family office or multi-family office?
Based on its name and RIA registration, the firm appears to operate as a multi-family office providing wealth management services to multiple families. However, no public documentation confirms the number of clients or families served.
What investment stages does Old Forge Wealth Management typically target?
The firm has not publicly communicated a preferred investment stage or asset-class mix. Without disclosed strategy or portfolio holdings, its stage focus — if any — is unknown.
Does Old Forge Wealth Management participate in direct deals or only fund commitments?
No public information exists regarding whether Old Forge participates in direct investments, co-investments, or fund commitments. The firm's investment structure is not documented in available sources.
Where does the underlying wealth come from at Old Forge Wealth Management?
Old Forge Wealth Management has not disclosed the source of wealth it manages. The firm's client base and their wealth origins are not part of the public record.
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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