Forefront Wealth Partners, LLC
● SEC registered since 2024CRD 308521SEC# 801-130608Austin, TX
Reg. AUM
$239.8M
Employees
15
Accounts
1,382
Location
Austin, TX
Forefront Wealth Partners, LLC assets under management
Forefront Wealth Partners, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2024. It reports $239.8 million in regulatory assets under management and employs 15 people.
Forefront Wealth Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric J. Negron Control | Owner And Cco | Over 75% | 2021 |
Frequently asked questions
How much does Forefront Wealth Partners, LLC manage?
Forefront Wealth Partners, LLC reports $239.8 million in regulatory assets under management on its Form ADV.
How many employees does Forefront Wealth Partners, LLC have?
Forefront Wealth Partners, LLC reports 15 employees.
Where is Forefront Wealth Partners, LLC located?
Forefront Wealth Partners, LLC is based in Austin, TX and has been SEC-registered since 2024.
Does Forefront Wealth Partners, LLC disclose fund performance?
Forefront Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7500 Rialto Blvd, Bldg 1, Suite 250, Austin, TX 78735 |
| Phone | 512-617-1984 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$239.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$239.8Mregulatory AUM
Discretionary $239.8M