FORWARD WEALTH MANAGEMENT, LLC

FORWARD WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 171362). Regulatory assets under management: $94.1M.

Registration

• CRD: 171362
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171362 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search