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| Forefront Wealth Partners LLC
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|---|---|
| CRD # | 308521 |
| SEC # | 801-130608 |
| CIK # | 0002068112 |
| AUM | 239.8 M (2026-05-01) |
| Employees | 15 (47% Investors, 47% Brokers) |
| Phone | 512-617-1984 |
| Address | 7500 Rialto Blvd, Bldg 1 Austin, TX 78735 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.7 | ||
| Nvidia Corp | 4.7 | ||
| Amazon Com Inc | 3.9 | ||
| Apple Inc | 2.8 | ||
| Global MOFY Metaverse Ltd | 2.7 | ||
| Broadcom Inc | 2.5 | ||
| Alphabet Inc | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 468 | 98.7 |
| (b) Individuals (high net worth individuals) | 104 | 140.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,382 | 239.8 |
| By Discretionary | ||
| Discretionary | 1,382 | 239.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,382 | 239.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 239.8 | |
| Total | 1,382 | 239.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002068112] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 10 |
| Serves | Institutional, Retail, Research |
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