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| Forthright Family Wealth Advisory LLC
✚
|
|
|---|---|
| CRD # | 304547 |
| SEC # | 801-117159 |
| CIK # | |
| AUM | $151.9 MM (2023-03-30) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 713-510-3510 |
| Address | 825 Town Country Ln Houston, TX 77024 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.1 |
| (b) Individuals (high net worth individuals) | 32 | 151.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 183 | 151.9 |
| By Discretionary | ||
| Discretionary | 183 | 151.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 183 | 151.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.9 | |
| Total | 183 | 151.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 0.2 |
|
Robinson Value Management Ltd
✚
|
TX | 0.2 |
|
RD Lewis Holdings Inc
✚
|
FL | 0.2 |
|
Mentor Capital Management Inc
✚
|
IL | 0.2 |
|
Secure Planning LLC
✚
|
NH | 0.2 |
|
Ledgewood Wealth Advisors LLC
✚
|
NH | 0.2 |
|
Sterling Manor Financial LLC
✚
|
NY | 0.2 |
|
Prairiewood Capital LLC
✚
|
ND | 0.2 |
|
Keating Wealth Management LLC
✚
|
CO | 0.2 |