Forty North Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glendale, CO. Its latest Form ADV filing, dated March 17, 2026, reports $351M in regulatory assets under management, 12 employees, 3 offices, and 1,187 accounts.
Assets Under Management
$351M
Employees
12
Offices
3 offices
Total Clients
534
Primary office
GLENDALE, CO
650 SOUTH CHERRY STREET, SUITE 840, GLENDALE, CO, 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 85.8% of total clients.
Top client categories% of clientsClients
1
Individuals
85.8%
458
2
HNWI
13.9%
74
3
Corporations
0.4%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$351Mas of March 17, 2026
Discretionary91.2%
$320M
91% of total RAUM91.2%
Non-discretionary8.8%
$31M
9% of total RAUM8.8%
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$351M
Total Accounts1,187
10Y AUM Change+$351M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee45:1
10Y Employee Change+7 (+140.0%)
* 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.