Forthright Wealth Management, LLC
● SEC registered since 2015CRD 220515SEC# 801-96202Alpharetta, GA
Reg. AUM
$773.4M
Employees
10
Accounts
1,922
Location
Alpharetta, GA
Forthright Wealth Management, LLC assets under management
Forthright Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Alpharetta, GA. The firm has been registered since 2015. It reports $773.4 million in regulatory assets under management and employs 10 people.
Forthright Wealth Management, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony James Austreng Control | Managing Partner, Chief Compliance Officer, Chief Financial Officer | Under 5% | 2015 |
| Bp Johnston, LLC Control | Member | 25-50% | 2015 |
| Brian Patrick Johnston Control | Managing Partner, Chief Investment Officer | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Forthright Wealth Management, LLC manage?
Forthright Wealth Management, LLC reports $773.4 million in regulatory assets under management on its Form ADV.
How many employees does Forthright Wealth Management, LLC have?
Forthright Wealth Management, LLC reports 10 employees.
Where is Forthright Wealth Management, LLC located?
Forthright Wealth Management, LLC is based in Alpharetta, GA and has been SEC-registered since 2015.
Does Forthright Wealth Management, LLC disclose fund performance?
Forthright Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11780 Northfall Lane, Suite 303, Alpharetta, GA 30009 |
| Phone | 470-395-4749 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1841633 |
| Discloses disciplinary history | No |
Regulatory AUM
$773.4M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$773.4Mregulatory AUM
Discretionary $766.8MNon-discretionary $6.6M