Wealth Forward, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fargo, ND. Its latest Form ADV filing, dated March 5, 2026, reports $228M in regulatory assets under management, 2 employees, and 1,052 accounts.
Assets Under Management
$228M
Employees
2
Offices
--
Total Clients
367
Primary office
FARGO, ND
2632 47TH ST S., SUITE 107, FARGO, ND, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.8% of total clients.
Top client categories% of clientsClients
1
Individuals
82.8%
304
2
HNWI
13.9%
51
3
Pension Plans
3.3%
12
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$228Mas of March 5, 2026
Discretionary93.3%
$213M
93% of total RAUM93.3%
Non-discretionary6.7%
$15M
7% of total RAUM6.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$228M
Total Accounts1,052
10Y AUM Change+$97M (+73.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee184:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.