# WEALTH FORWARD, LLC

WEALTH FORWARD, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://wealthforward.com

## Regulatory record

- **CRD number:** 159467
- **SEC file number:** 801-77905
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159467

## About

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.

## Questions

### 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.

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Last updated: 2026-07-06T01:24:28.525Z

Canonical page: https://altss.com/profile/wealth-forward-llc

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