Wealth Forward Advisors
Wealth Forward Advisors is a fee-only, SEC-registered investment adviser in New York, New York, registered with the SEC since 2025. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.
Source: SEC Form ADV · CRD #337462 · SEC #801-134727 · SEC-registered since 2025 (1 yrs) · Last filing data January 1, 2025
- AUM
- Not reported
- Fee model
- Fee-only
- Clients
- Not reported
- Employees
- 2
as of 2025
per Form ADV 5.E
Form ADV 5.C — may be institutional
1 advisers
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Overview
AI-generated summary
Wealth Forward Advisors is a fee-only, SEC-registered investment adviser based in New York, New York. It did not report regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.
This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.
Firm details
- CRD #
- 337462
- SEC #
- 801-134727
- Headquarters
- New York, NY
- Employees
- 2
Clients served
Client types not reported on this filing.
Fees & compensation
- Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
- Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
- Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
- Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.
Disclosures
Wealth Forward Advisors reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.
Frequently asked questions
Is Wealth Forward Advisors a fiduciary?+
Yes. Wealth Forward Advisors is an SEC-registered investment adviser (CRD #337462), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.
How is Wealth Forward Advisors compensated?+
Wealth Forward Advisors reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.
How much money does Wealth Forward Advisors manage?+
Wealth Forward Advisors did not report regulatory assets under management on its most recent Form ADV. See the SEC IAPD record for details.
Does Wealth Forward Advisors have any disclosures?+
Wealth Forward Advisors reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.
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This profile is generated from publicly available SEC filings. Wealth Forward Advisors has not verified or endorsed this information. Last updated from filings: January 1, 2025. View the official filing at SEC IAPD.