| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony James Austreng Control | Managing Partner, Chief Compliance Officer, Chief Financial Officer | Under 5% | 2015 |
| Bp Johnston, LLC Control | Member | 25-50% | 2015 |
| Brian Patrick Johnston Control | Managing Partner, Chief Investment Officer | Under 5% | 2015 |
Forthright Wealth Management, LLC reports $663.8 million in regulatory assets under management on its Form ADV.
Forthright Wealth Management, LLC reports 10 employees.
Forthright Wealth Management, LLC is based in Alpharetta, GA and has been SEC-registered since 2015.
Forthright Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5755 North Point Pkwy, Suite 47, Suite 303, Alpharetta, GA 30022 |
| Phone | 470-395-4749 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1841633 |
| Discloses disciplinary history | No |
| Discretionary | $657.8M |
| Non-discretionary | $6M |
| Total (RAUM) | $663.8M |