Forest Asset Management LLC
Forest Asset Management LLC is an SEC-registered wealth manager in Riverside, IL with $230.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Forest Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139795, SEC 801-120899, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $230.7M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- Riverside, IL
- Employees
- 3
- Clients
- 114
- CRD
- 139795
- Ownership
- PESAVENTO, MARK, STEPHEN; MAY, JOANN, PESAVENTO; MAY, TYLER, COLE
How much AUM does Forest Asset Management LLC have?
Forest Asset Management LLC reported $230.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Forest Asset Management LLC?
Disclosed owners and executives of Forest Asset Management LLC include PESAVENTO, MARK, STEPHEN, MAY, JOANN, PESAVENTO, MAY, TYLER, COLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.