FORWARD THINKING WEALTH MANAGEMENT

FORWARD THINKING WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 282297). Regulatory assets under management: $45.6M.

Registration

• CRD: 282297
• Type: Registered investment adviser
• Phone: 330-832-6205
• Latest filing: 2026-02-09
• Regulatory AUM: $45.6M
• Discretionary AUM: $45.6M
• Clients: 1
• Accounts: 68

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282297 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search