Wealth Forward, LLC
Wealth Forward, LLC is an SEC-registered mass-market adviser in Fargo, ND with $228.1M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Wealth Forward, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159467, SEC 801-77905, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $228.1M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Location
- Fargo, ND
- Employees
- 2
- Clients
- 367
- CRD
- 159467
- Ownership
- TERNES, STEPHANIE, L; RANSTROM, MORGAN, K; RANSTROM, DOYLE, ARVID; BERG, RYAN, STEVEN; RANSTROM, COURTNEY, ELIZABETH
How much AUM does Wealth Forward, LLC have?
Wealth Forward, LLC reported $228.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Wealth Forward, LLC?
Disclosed owners and executives of Wealth Forward, LLC include TERNES, STEPHANIE, L, RANSTROM, MORGAN, K, RANSTROM, DOYLE, ARVID, BERG, RYAN, STEVEN, RANSTROM, COURTNEY, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.