OLD FORGE WEALTH MANAGEMENT, LLC

OLD FORGE WEALTH MANAGEMENT, LLC of WARWICK, RI is an SEC-registered investment adviser (CRD 323417). Regulatory assets under management: $99.0M.

Registration

• CRD: 323417
• Type: Registered investment adviser
• Location: 3351 POST ROAD, WARWICK, RI, 02886
• Phone: (401) 885-5787
• Latest filing: 2026-03-10
• Regulatory AUM: $99.0M
• Discretionary AUM: $99.0M
• Clients: 3
• Accounts: 467

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323417 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search