# FORWARD WEALTH MANAGEMENT, LLC

FORWARD WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 171362
- Type: SEC-registered investment adviser
- Location: 6201 FAIRVIEW ROAD, CHARLOTTE, NC, 28210
- Phone: 704-595-3386
- Latest filing: 2026-03-24
- Regulatory AUM: $94.1M
- Discretionary AUM: $93.4M
- Non-discretionary AUM: $688K
- Clients: 1
- Accounts: 142

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171362/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171362/similar
- Related entities: https://search.stillhousedata.com/firm/171362/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171362

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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.