| Name | Title | Ownership | Since |
|---|---|---|---|
| Kimberly Evener Control | Cco | Under 5% | 2025 |
| Michael Ernest Demassa Control | Managing Member | 50-75% | 2015 |
| Timothy Joseph Videnka Control | Managing Member | 50-75% | 2016 |
Forza Wealth Management, LLC reports $320.6 million in regulatory assets under management on its Form ADV.
Forza Wealth Management, LLC reports 4 employees.
Forza Wealth Management, LLC is based in Sarasota, FL and has been SEC-registered since 2020.
Forza Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5605 Marquesas Circle, Sarasota, FL 34233 |
| Phone | 941-203-3748 |
| Fax | 941-203-3033 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1963030 |
| Discloses disciplinary history | No |
| Discretionary | $320.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $320.6M |