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| Forthright Wealth Management LLC
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|---|---|
| CRD # | 220515 |
| SEC # | 801-96202 |
| CIK # | 0001841633 |
| AUM | 773.4 M (2026-05-27) |
| Employees | 10 (60% Investors, 10% Brokers) |
| Phone | 470-395-4749 |
| Address | 11780 Northfall Lane Alpharetta, GA 30009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Visa Inc | 2.6 | ||
| Apple Inc | 2.6 | ||
| Marathon Petroleum Corp | 2.3 | ||
| Procter & Gamble Co | 1.5 | ||
| Progressive Corp/Oh/ | 1.5 | ||
| HF Sinclair Corp | 1.3 | ||
| Southern Co | 1.2 | ||
| Home Depot Inc | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 301 | 94.7 |
| (b) Individuals (high net worth individuals) | 266 | 666.9 |
| (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 | 0.2 |
| (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 | 8 | 11.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,922 | 773.4 |
| By Discretionary | ||
| Discretionary | 1,913 | 766.8 |
| Non-Discretionary | 9 | 6.6 |
| Total | 1,922 | 773.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 771.2 | |
| Total | 1,922 | 773.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001841633] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Market Street Wealth Management Advisors LLC
✚
|
IN | 776.0 M |
|
Global View Capital Management LLC
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WI | 775.2 M |
|
4612 Group LLC
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GA | 773.3 M |
|
ORG Partners LLC
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|
Bruton Chisnell Advisors LLC
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PA | 772.5 M |
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Lanham Odell & Co Inc
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|
Professional Financial Advisors LLC
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|
NE | 769.8 M |
|
Retirement Fund Management LLC
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|
GA | 769.7 M |
|
Permanent Capital Management LP
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|
IL | 768.9 M |
|
Grant Street Asset Management Inc
✚
|
PA | 768.9 M |