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Wealth Forward Advisors LLC

● SEC registered since 2025CRD 337462SEC# 801-134727New York, NY
Export (members)
Reg. AUM
—
Employees
2
Accounts
—
Location
New York, NY

Wealth Forward Advisors LLC assets under management

Wealth Forward Advisors LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2025. It employs 2 people.
yourwealthforward.comView on SEC.gov ↗

Wealth Forward Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
David Michael Becker ControlCfo / CooUnder 5%2025
Nauman Karim Rana ControlCeo, Sr. Wealth Advisor, Managing Partner, Chief Compliance OfficerOver 75%2025
Shed Holdings LLC ControlHolding Company25-50%2025
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Frequently asked questions

How many employees does Wealth Forward Advisors LLC have?

Wealth Forward Advisors LLC reports 2 employees.

Where is Wealth Forward Advisors LLC located?

Wealth Forward Advisors LLC is based in New York, NY and has been SEC-registered since 2025.

Does Wealth Forward Advisors LLC disclose fund performance?

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

Contact & registration

Address401 Park Avenue S, 10th Floor Suite 1040, New York, NY 10016
Phone917-734-0826
FaxN/A
Office hours9:00 a.m. - 6:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo