WEALTH FORWARD ADVISORS LLC
DBA: WEALTH FORWARD ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $0 |
| Discretionary | $0 |
| Employees | 2 |
| Peak AUM | $0Oct 2025 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 2 | 0.0% | — | — | — |
Key Metrics
| Total AUM | $0 |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 0 |
| Client Range | 0 |
Contact & Location
Address
401 PARK AVENUE S
NEW YORK NY 10016
Phone
917-734-0826
Filing History
2 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported