ForthRight Wealth Management is an investment advisor in Alpharetta with $488.17 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
473653275
SEC advisor number
801-96202
FINRA CRD number
220515
AUM ?
$566.10 mm
(as of 29 Feb 24)
Accounts
1,648
(as of 29 Feb 24)
Employees
10
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22