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| Wealth Forward LLC
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|---|---|
| CRD # | 159467 |
| SEC # | 801-77905 |
| CIK # | 0002012773 |
| AUM | 228.1 M (2026-03-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 701-293-5789 |
| Address | 2632 47th St S Fargo, ND 58104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.4 | ||
| US Bancorp de | 1.9 | ||
| Microsoft Corp | 1.2 | ||
| Alerus Financial Corp | 1.2 | ||
| Nvidia Corp | 0.5 | ||
| Target Corp | 0.4 | ||
| Otter Tail Corp | 0.4 | ||
| Devon Energy Corp/DE | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 92.1 |
| (b) Individuals (high net worth individuals) | 51 | 126.3 |
| (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 | 12 | 9.4 |
| (h) Charitable organizations | 0 | 0.4 |
| (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 | 1,052 | 228.1 |
| By Discretionary | ||
| Discretionary | 984 | 212.8 |
| Non-Discretionary | 68 | 15.3 |
| Total | 1,052 | 228.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.1 | |
| Total | 1,052 | 228.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012773] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 12 |
| Serves | Institutional, Retail |
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