Front Porch Financial Advisory
Front Porch Financial Advisory is an SEC-registered wealth manager in Charlotte, NC with $181.3M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Front Porch Financial Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311329, SEC 801-129454, data through 2026-01-05.
- AUM (assets under management / regulatory AUM)
- $181.3M (2026-01-05)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 1
- Clients
- 132
- CRD
- 311329
- Ownership
- OWEN, GEOFFREY, HENRY
How much AUM does Front Porch Financial Advisory have?
Front Porch Financial Advisory reported $181.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-05).
Who owns Front Porch Financial Advisory?
Disclosed owners and executives of Front Porch Financial Advisory include OWEN, GEOFFREY, HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.