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| Forthright Wealth Management LLC
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| |
|---|---|
| CRD # | 220515 |
| SEC # | 801-96202 |
| CIK # | 0001841633 |
| AUM | $566.1 MM (2024-08-12) |
| Employees | 10 (50% Investors, 10% Brokers) |
| Phone | 470-395-4749 |
| Address | 5755 North Point Pkwy, Suite 47 Alpharetta, GA 30022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001841633 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Home Depot Inc | 277,648.0 | 2.3 | |
| VISA Inc | 419,260.5 | 2.2 | |
| Apple Inc | 2,382,844.0 | 2.2 | |
| Marathon Petroleum Corp | 47,980.8 | 1.9 | |
| Procter & Gamble Co | 338,108.9 | 1.8 | |
| Progressive Corp/Oh/ | 67,509.2 | 1.6 | |
| United Parcel Service Inc | 157,208.0 | 1.3 | |
| HF Sinclair Corp | 10,605.6 | 1.2 | |
| Southern Co | 75,035.5 | 1.1 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 104.7 |
| (b) Individuals (high net worth individuals) | 200 | 451.5 |
| (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 | 0.1 |
| (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 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,648 | 566.1 |
| By Discretionary | ||
| Discretionary | 1,639 | 560.4 |
| Non-Discretionary | 9 | 5.7 |
| Total | 1,648 | 566.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 564.3 | |
| Total | 1,648 | 566.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001841633] |
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|---|---|---|
|
Peterson Wealth Advisors LLC
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UT | 0.6 |
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Oak Harbor Wealth Partners LLC
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Northcape Wealth Management LLC
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Granite Group Advisors LLC
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CT | 0.6 |
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Campbell Deegan Wealth Management LLC
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Wambolt & Associates LLC
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CO | 0.6 |