← Tributary

WEALTH FORWARD, LLC

FARGO, ND · CRD 159467 · IAPD ↗ · mywealthforward.com · 701-293-5789

$228.1MRegulatory AUM
2Advisory reps
2Employees
12Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2024 — WEALTH FORWARD, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.