Allocator Index · CRD 159467

WEALTH FORWARD, LLC

Fargo, ND · 701-293-5789 · mywealthforward.com

SEC IAPD record ↗

Fit score

26

  • aum $100M-$250M+16
  • hnw>=25+10

HNW clients

51

Other individuals

304

HNW assets

$126.3M

Total AUM

$228.1M

Employees

2

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.