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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Forthright Family Wealth Advisory LLC
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|---|---|
| CRD # | 304547 |
| SEC # | 801-117159 |
| CIK # | 0002008648 |
| AUM | $202.6 M (2025-03-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 713-510-3510 |
| Address | 825 Town Country Ln Houston, TX 77024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 2.7 | ||
| Apple Inc | 2.1 | ||
| Philip Morris International Inc | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| iShares Comex Gold Trust | 1.7 | ||
| Amazon Com Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 1.7 |
| (b) Individuals (high net worth individuals) | 51 | 200.9 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 228 | 202.6 |
| By Discretionary | ||
| Discretionary | 223 | 202.6 |
| Non-Discretionary | 5 | 0.0 |
| Total | 228 | 202.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.6 | |
| Total | 228 | 202.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002008648] |
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|---|---|---|
|
Novus Advisors LLC
✚
|
SC | 0.2 |
|
Smart Portfolios LLC
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WA | 0.2 |
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Emergent Wealth Advisors LLC
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NY | 0.2 |
|
XXI Wealth LLC
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IL | 0.2 |
|
Firstrust LLC
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|
FL | 0.2 |
|
SEEK First Inc
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CA | 0.2 |
|
ERISA Advisers Inc
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TN | 0.2 |
|
Tribeca Financial LLC
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|
AZ | 0.2 |
|
Gallagher Capital Advisors LLC
✚
|
0.2 | |
|
Powell Financial Inc
✚
|
NC | 0.2 |