THE ROAD AHEAD WEALTH MANAGEMENT LLC

THE ROAD AHEAD WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 327403). Regulatory assets under management: $12.9M.

Registration

• CRD: 327403
• Type: Registered investment adviser
• Phone: 425-361-8701
• Latest filing: 2026-02-24
• Regulatory AUM: $12.9M
• Discretionary AUM: $12.9M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Hourly, 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 327403 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search