STRAIGHT FORWARD WEALTH MANAGEMENT, LLC

STRAIGHT FORWARD WEALTH MANAGEMENT, LLC of ROCHESTER, NH is an SEC-registered investment adviser (CRD 329055). Regulatory assets under management: $45.5M.

Registration

• CRD: 329055
• Type: Registered investment adviser
• Location: 60 ROCHESTER HILL ROAD, ROCHESTER, NH, 03867
• Phone: 603-994-4569
• Latest filing: 2026-03-24
• Regulatory AUM: $45.5M
• Discretionary AUM: $45.5M
• Clients: 2
• Accounts: 426

Business model

Compensation: % of AUM, Hourly, Fixed.

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 329055 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search