PPrivate Fund Data Log in Join · $37/mo

Forefront Wealth Partners, LLC

● SEC registered since 2024CRD 308521SEC# 801-130608Austin, TX
Export (members)
Reg. AUM
$239.8M
Employees
15
Accounts
1,382
Location
Austin, TX

Forefront Wealth Partners, LLC assets under management

Forefront Wealth Partners, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2024. It reports $239.8 million in regulatory assets under management and employs 15 people.
www.linkedin.com/in/melissamurphypavoneView on SEC.gov ↗

Forefront Wealth Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Eric J. Negron ControlOwner And CcoOver 75%2021

Frequently asked questions

How much does Forefront Wealth Partners, LLC manage?

Forefront Wealth Partners, LLC reports $239.8 million in regulatory assets under management on its Form ADV.

How many employees does Forefront Wealth Partners, LLC have?

Forefront Wealth Partners, LLC reports 15 employees.

Where is Forefront Wealth Partners, LLC located?

Forefront Wealth Partners, LLC is based in Austin, TX and has been SEC-registered since 2024.

Does Forefront Wealth Partners, LLC disclose fund performance?

Forefront Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7500 Rialto Blvd, Bldg 1 Suite 250, Suite 250, Austin, TX 78735
Phone512-617-1984
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$239.8M
Non-discretionary$0
Total (RAUM)$239.8M