Forza Wealth Management, LLC
● SEC registered since 2020CRD 281075SEC# 801-119396Sarasota, FL
Reg. AUM
$422.4M
Employees
4
Accounts
356
Location
Sarasota, FL
Forza Wealth Management, LLC assets under management
Forza Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Sarasota, FL. The firm has been registered since 2020. It reports $422.4 million in regulatory assets under management and employs 4 people.
Forza Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kimberly Evener Control | Cco | Under 5% | 2025 |
| Michael Ernest Demassa Control | Managing Member | 50-75% | 2015 |
| Timothy Joseph Videnka Control | Managing Member | 50-75% | 2016 |
Frequently asked questions
How much does Forza Wealth Management, LLC manage?
Forza Wealth Management, LLC reports $422.4 million in regulatory assets under management on its Form ADV.
How many employees does Forza Wealth Management, LLC have?
Forza Wealth Management, LLC reports 4 employees.
Where is Forza Wealth Management, LLC located?
Forza Wealth Management, LLC is based in Sarasota, FL and has been SEC-registered since 2020.
Does Forza Wealth Management, LLC disclose fund performance?
Forza 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 | 5605 Marquesas Circle, Sarasota, FL 34233 |
| Phone | 941-203-3748 |
| Fax | 941-203-3033 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1963030 |
| Discloses disciplinary history | No |
Regulatory AUM
$422.4M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$422.4Mregulatory AUM
Discretionary $422.4M