Forty North Wealth
Forty North Wealth is an SEC-registered mass-market adviser in Glendale, CO with $350.6M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Forty North Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290770, SEC 801-112146, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $350.6M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Glendale, CO
- Employees
- 12
- Clients
- 534
- CRD
- 290770
- Ownership
- SALTER, STEVEN, LEE; CRADDOCK, STACIE, R; DINGES, DUSTIN, SCOTT; RIDER, LINDSAY, M; SCHNEIDER, NICHOLAS, PAUL
How much AUM does Forty North Wealth have?
Forty North Wealth reported $350.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Forty North Wealth?
Disclosed owners and executives of Forty North Wealth include SALTER, STEVEN, LEE, CRADDOCK, STACIE, R, DINGES, DUSTIN, SCOTT, RIDER, LINDSAY, M, SCHNEIDER, NICHOLAS, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.