Forza Wealth Management
Forza Wealth Management is an SEC-registered wealth manager in Sarasota, FL with $422.4M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Forza Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281075, SEC 801-119396, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $422.4M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Sarasota, FL
- Employees
- 4
- Clients
- 129
- CRD
- 281075
- Ownership
- VIDENKA, TIMOTHY, JOSEPH; DEMASSA, MICHAEL, ERNEST; EVENER, KIMBERLY; Evener, Kimberly
How much AUM does Forza Wealth Management have?
Forza Wealth Management reported $422.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Forza Wealth Management?
Disclosed owners and executives of Forza Wealth Management include VIDENKA, TIMOTHY, JOSEPH, DEMASSA, MICHAEL, ERNEST, EVENER, KIMBERLY, Evener, Kimberly. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.