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FORZA WEALTH MANAGEMENT

SARASOTA, FL · CRD 281075 · IAPD ↗ · forzawealth.com · 941-203-3748

$422.4MRegulatory AUM
4Advisory reps
4Employees
8Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — FORZA WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 26-50.
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.