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FORTHRIGHT FAMILY WEALTH ADVISORY LLC

HOUSTON, TX · CRD 304547 · IAPD ↗ · forthrightwealth.com · 713-510-3510

$191.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — FORTHRIGHT FAMILY WEALTH ADVISORY LLC reported RAUM up 26% ($160.8M -> $202.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — FORTHRIGHT FAMILY WEALTH ADVISORY LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — FORTHRIGHT FAMILY WEALTH ADVISORY LLC 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.