Forthright Wealth Management LLC


Assets, Funds, Holdings

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Forthright Wealth Management LLC
CRD #220515
SEC #801-96202
AUM $350.1 MM (98% Disc, 100% US, 2020-03-10)
Employees7 (57% Investors, 29% Brokers)
Address5755 North Point Pkwy, Suite 47
Alpharetta, GA 30022
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Monument Group Wealth Advisors LLC
MA 0.4
BCS Wealth Managment LLC
TN 0.4
Gryphon Advisors LLC
IL 0.4
Peavine Capital LLC
NV 0.3
Lindvall Capital Management LLC
CA 0.3
LBA Wealth Management LLC
FL 0.3
Back Bay Financial Group Inc
MA 0.3
The Spielberger Group
NY 0.3
Synergy Financial Group LLC
MD 0.3
Wells Trecaso Financial Group LLC
OH 0.3
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