PPrivate Fund Data Log in Join · $37/mo

Jeff Richard Wills

Managing Partner, Chief Operating OfficerForthright Wealth Management, LLCCRD 5131854

About Jeff Richard Wills

Jeff Richard Wills is listed as Managing Partner, Chief Operating Officer at Forthright Wealth Management, LLC in Alpharetta, GA. Form ADV reports a beneficial ownership band of Under 5%. Jeff Richard Wills is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Forthright Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeff Richard Wills work?

Jeff Richard Wills is listed as Managing Partner, Chief Operating Officer at Forthright Wealth Management, LLC on SEC Form ADV.

How much of Forthright Wealth Management, LLC does Jeff Richard Wills own?

Form ADV reports a beneficial ownership band of Under 5%.

Forthright Wealth Management, LLC

TitleManaging Partner, Chief Operating Officer
OwnershipUnder 5%
Control personYes
Since2015
View Forthright Wealth Management, LLC →

Forthright Wealth Management, LLC

TitleSole Member
OwnershipOver 75%
Control personYes
Since2015
View Forthright Wealth Management, LLC →