Onward Advisors LLC
● SEC registered since 2022CRD 316214SEC# 801-126708Pasadena, CA
Reg. AUM
$2.5M
Employees
5
Accounts
2
Location
Pasadena, CA
About Onward Advisors
Onward Advisors partners with entrepreneurial RIA firms to accelerate growth while helping them stay independent. Its infrastructure and support realize a return on entrepreneur through partnership rather than ownership.
Summary based on the firm’s website.
Onward Advisors LLC assets under management
Onward Advisors LLC operates as an SEC-registered investment adviser based in Pasadena, CA. The firm has been registered since 2022. It reports $2.5 million in regulatory assets under management and employs 5 people.
Onward Advisors LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Michael Mone Control | Principal | Under 5% | 2022 |
| Erin Kathleen Preston Control | Chief Compliance Officer | Under 5% | 2022 |
| Robert Frederic Limmer Control | Principal- Chief Growth Officer | Under 5% | 2022 |
| Stephen Francis Stroup Control | Head Of Supervision | Under 5% | 2022 |
| Wedbush Financial Services, LLC Control | Owner | Over 75% | 2022 |
| Edward and Jean Wedbush Family Trust Control | Sole Member | Over 75% | 2020 |
| The Bryn Mawr Trust Company of Delaware Control | Trustee | — | 2020 |
| Wedbush Capital Control | Sole Member | Over 75% | 2019 |
| Wedbush Family Partners, LLC Control | Shareholder | 50-75% | 2020 |
Frequently asked questions
How much does Onward Advisors LLC manage?
Onward Advisors LLC reports $2.5 million in regulatory assets under management on its Form ADV.
How many employees does Onward Advisors LLC have?
Onward Advisors LLC reports 5 employees.
Where is Onward Advisors LLC located?
Onward Advisors LLC is based in Pasadena, CA and has been SEC-registered since 2022.
Does Onward Advisors LLC disclose fund performance?
Onward Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 S. Lake Ave Penthouse, Pasadena, CA 91101 |
| Phone | (213) 688-8000 |
| Office hours | 8 a.m. - 5 p.m. Eastern Time |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$2.5Mregulatory AUM
Discretionary $2.5M