FORWARD WEALTH
Company Profile
| AUM* | 111,061,179 |
| of that, discretionary | 111,061,179 100% |
| Number of Employees | 13 100% |
| of those in investment advisory functions | 9 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,405,838 |
| High Net Worth | 75.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
1
1
1
1
2025
2026
Private Funds
No private funds