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| Happy Holidays!! thanks for using AUM13F!! |
| Forthright Wealth Management LLC
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| CRD # | 220515 |
| SEC # | 801-96202 |
| CIK # | 0001841633 |
| AUM | $663.8 M (2025-07-11) |
| Employees | 10 (60% Investors, 10% Brokers) |
| Phone | 470-395-4749 |
| Address | 5755 North Point Pkwy, Suite 47 Alpharetta, GA 30022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| VISA Inc | 3.1 | |
| Apple Inc | 2.0 | |
| Progressive Corp/Oh/ | 2.0 | |
| Procter & Gamble Co | 1.7 | |
| Home Depot Inc | 1.6 | |
| Marathon Petroleum Corp | 1.6 | |
| Southern Co | 1.3 | |
| Ibotta Inc | 1.1 | |
| Microsoft Corp | 1.1 | |
| Amazon Com Inc | 1.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 91.2 |
| (b) Individuals (high net worth individuals) | 249 | 561.7 |
| (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 | 0 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,779 | 663.8 |
| By Discretionary | ||
| Discretionary | 1,770 | 657.8 |
| Non-Discretionary | 9 | 6.0 |
| Total | 1,779 | 663.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 661.8 | |
| Total | 1,779 | 663.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001841633] |
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|---|---|---|
|
Parker Investment Management LLC
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|
0.7 | |
|
Duncker Streett & Co LLC
✚
|
MO | 0.7 |
|
Windsor Capital Management LLC
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AZ | 0.7 |
|
Opes Wealth Management LLC
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CA | 0.7 |
|
Diligent Investors LLC
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|
CA | 0.7 |
|
Nymbus Capital Inc
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|
0.7 | |
|
Rose Capital Advisors LLC
✚
|
FL | 0.7 |
|
Waypoint Wealth Counsel LLC
✚
|
GA | 0.7 |
|
Andrew Garrett Inc
✚
|
NY | 0.7 |
|
Wembley Strategic Advisory LLC
✚
|
NY | 0.7 |