# WEALTH FORWARD, LLC

WEALTH FORWARD, LLC of FARGO, ND is an SEC-registered investment adviser.

## Registration

- CRD: 159467
- Type: SEC-registered investment adviser
- SEC file number: 801-77905
- Location: 2632 47TH ST S., SUITE 107, FARGO, ND, 58104
- Phone: 701-293-5789
- Latest filing: 2026-07-01
- Regulatory AUM: $228.1M
- Discretionary AUM: $212.8M
- Non-discretionary AUM: $15.3M
- Clients: 2
- Accounts: 1,052

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Steven Berg | MEMBER | — |
| Stephanie L Ternes | CHIEF COMPLIANCE OFFICER | — |
| RANSTROM DOYLE ARVID | MEMBER; PRESIDENT; PRINCIPAL | — |
| RANSTROM COURTNEY ELIZABETH | CHIEF COMPLIANCE OFFICER; MEMBER/CHIEF COMPLIANCE OFFICER; PRINCIPAL/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| RANSTROM MORGAN K | MEMBER; PRINCIPAL; VICE PRESIDENT | — |
| BERG RYAN STEVEN | MEMBER; PRINCIPAL; VICE PRESIDENT | — |
| TERNES STEPHANIE L | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159467/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159467/similar
- Related entities: https://search.stillhousedata.com/firm/159467/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159467

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.