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WEALTH FORWARD, LLC
Wealth Forward, LLC is an SEC-registered investment adviser in Fargo, ND, registered since 2013. The firm manages $228 million in assets, with $213 million on...
WEALTH FORWARD, LLC
Wealth Forward, LLC is an SEC-registered investment adviser in Fargo, ND, registered since 2013. The firm manages $228 million in assets, with $213 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who controls WEALTH FORWARD, LLC?
The principals of WEALTH FORWARD, LLC are not publicly disclosed. No named individuals have been identified through public records or media coverage. The firm may be privately held by an individual family.
What investment strategy does WEALTH FORWARD, LLC follow?
No specific investment strategy has been publicly attributed to WEALTH FORWARD, LLC. The entity may serve as a trust or estate-planning vehicle rather than an active investment manager. Without disclosed holdings or mandates, strategy remains unknown.
Is WEALTH FORWARD, LLC a single-family office or multi-family office?
Public records do not specify the firm's structure. The limited liability company designation is consistent with both single-family and multi-family office vehicles, but no evidence supports either classification.
Does WEALTH FORWARD, LLC have any public website or contact information?
No public website or contact details have been identified for WEALTH FORWARD, LLC. The firm does not appear in standard business directories or professional networking platforms, suggesting a private operational posture.
What is the wealth origin behind WEALTH FORWARD, LLC?
The source of wealth for WEALTH FORWARD, LLC is not publicly traceable. No family name, business background, or industry origin has been disclosed.
Does WEALTH FORWARD, LLC invest in venture capital or direct deals?
There is no public record of WEALTH FORWARD, LLC making venture capital or direct investments. The firm may act as a passive capital-containment entity without active deployment.
What is the geographic footprint of WEALTH FORWARD, LLC?
No geographic footprint has been publicly identified. The firm's registration as a US-based LLC implies a domestic orientation, but specific city or state operations are not known.
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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