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Wealth Forward, LLC

● SEC registered since 2013CRD 159467SEC# 801-77905Fargo, ND
Export (members)
Reg. AUM
$197.2M
Employees
2
Accounts
965
Location
Fargo, ND

Wealth Forward, LLC assets under management

Wealth Forward, LLC is a registered investment adviser overseen by the SEC based in Fargo, ND. The firm has been registered since 2013. It reports $197.2 million in regulatory assets under management and employs 2 people.
www.mywealthforward.comView on SEC.gov ↗

Wealth Forward, LLC owners & executives

2 reported
NameTitleOwnershipSince
Ryan Steven Berg ControlMemberOver 75%2016
Stephanie L Ternes ControlChief Compliance OfficerUnder 5%2017

Frequently asked questions

How much does Wealth Forward, LLC manage?

Wealth Forward, LLC reports $197.2 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Forward, LLC have?

Wealth Forward, LLC reports 2 employees.

Where is Wealth Forward, LLC located?

Wealth Forward, LLC is based in Fargo, ND and has been SEC-registered since 2013.

Does Wealth Forward, LLC disclose fund performance?

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

Contact & registration

Address2632 47th St S., Suite 107, Fargo, ND 58104
Phone701-293-5789
Fax701-293-0331
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
CIK2012773
Discloses disciplinary historyNo

Assets under management

Discretionary$182.7M
Non-discretionary$14.5M
Total (RAUM)$197.2M