Forefront Asset Management, LLC
Forefront Asset Management, LLC is an SEC-registered mass-market adviser in Virginia Beach, VA with $136.9M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Forefront Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281118, SEC 801-132722, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $136.9M (2026-05-13)
- Firm type
- Mass-Market Adviser
- Location
- Virginia Beach, VA
- Employees
- 4
- Clients
- 322
- CRD
- 281118
- Ownership
- Umlauf, Matthew, Aaron; MESSER, ROBERT, ADAM
How much AUM does Forefront Asset Management, LLC have?
Forefront Asset Management, LLC reported $136.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Forefront Asset Management, LLC?
Disclosed owners and executives of Forefront Asset Management, LLC include Umlauf, Matthew, Aaron, MESSER, ROBERT, ADAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.