← Tributary

WEALTH FORWARD ADVISORS

NEW YORK, NY · CRD 337462 · IAPD ↗ · yourwealthforward.com · 917-734-0826

$0Regulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
December 2025 — WEALTH FORWARD ADVISORS (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.