Forefront Asset Management, LLC
● SEC registered since 2025CRD 281118SEC# 801-132722Virginia Beach, VA
Reg. AUM
$136.9M
Employees
4
Accounts
781
Location
Virginia Beach, VA
Forefront Asset Management, LLC assets under management
Forefront Asset Management, LLC operates as an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 2025. It reports $136.9 million in regulatory assets under management and employs 4 people.
Forefront Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Aaron Umlauf Control | Chief Compliance Officer | Under 5% | 2025 |
| Robert Adam Messer Control | President | Over 75% | 2015 |
Frequently asked questions
How much does Forefront Asset Management, LLC manage?
Forefront Asset Management, LLC reports $136.9 million in regulatory assets under management on its Form ADV.
How many employees does Forefront Asset Management, LLC have?
Forefront Asset Management, LLC reports 4 employees.
Where is Forefront Asset Management, LLC located?
Forefront Asset Management, LLC is based in Virginia Beach, VA and has been SEC-registered since 2025.
Does Forefront Asset Management, LLC disclose fund performance?
Forefront Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1209 Independence Boulevard, Suite 106, Virginia Beach, VA 23455 |
| Phone | 757-222-1880 |
| Fax | 757-222-1922 |
| Office hours | 8:30a.m. - 4:40p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$136.9M▲ 11%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$136.9Mregulatory AUM
Discretionary $125.8MNon-discretionary $11.2M