FORTHRIGHT FAMILY WEALTH ADVISORY LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 304547). Regulatory assets under management: $191.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Neal David Carlson | MANAGING MEMBER, CEO, CCO; OWNER; TRUSTEE | — |
| Kristen T Carlson | OWNER | — |
| CARLSON PETER DAVID | MANAGING MEMBER, CEO, CCO; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; OWNER (+1 more) | — |
| CARLSON MARK D | OWNER | — |
| CARLSON SCOTT T | OWNER | — |
| Kristen T. Carlson | OWNER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SHENANDOAH | TX | 0 | 713-510-3510 |
| HOUSTON | TX | 0 | 713-510-3510 |
| SHENANDOAH | TX | 0 | 713-510-3510 |
| HOUSTON | TX | 0 | 713-510-3510 |