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FOREFRONT ASSET MANAGEMENT, LLC

VIRGINIA BEACH, VA · CRD 281118 · IAPD ↗ · forefrontam.com · 757-222-1880

$136.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
June 2026 — FOREFRONT ASSET MANAGEMENT, LLC changed its website from bookameetingwithus.com to forefrontam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
25
February 2026 — FOREFRONT ASSET MANAGEMENT, LLC changed its website from forefrontam.com to bookameetingwithus.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
June 2025 — FOREFRONT ASSET MANAGEMENT, LLC (VIRGINIA BEACH, VA) is newly SEC-registered with $122.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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