Forthright Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated March 16, 2026, reports $773M in regulatory assets under management, 10 employees, and 1,922 accounts.
Assets Under Management
$773M
Employees
10
Offices
--
Total Clients
575
Primary office
ALPHARETTA, GA
11780 NORTHFALL LANE, SUITE 303, ALPHARETTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.3% of total clients.
Top client categories% of clientsClients
1
Individuals
52.3%
301
2
HNWI
46.3%
266
3
Corporations
1.4%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$773Mas of March 16, 2026
Discretionary99.1%
$767M
99% of total RAUM99.1%
Non-discretionary0.9%
$7M
1% of total RAUM0.9%
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$773M
Total Accounts1,922
10Y AUM Change+$536M (+225.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee58:1
10Y Employee Change+4 (+66.7%)
* 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.