Wealth Forward Advisors LLC
● SEC registered since 2025CRD 337462SEC# 801-134727New York, NY
Reg. AUM
—
Employees
2
Accounts
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Location
New York, NY
Wealth Forward Advisors LLC assets under management
Wealth Forward Advisors LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2025. It employs 2 people.
Wealth Forward Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Becker Control | Cfo / Coo | Under 5% | 2025 |
| Nauman Karim Rana Control | Ceo, Sr. Wealth Advisor, Managing Partner, Chief Compliance Officer | Over 75% | 2025 |
| Shed Holdings LLC Control | Holding Company | 25-50% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Wealth Forward Advisors LLC have?
Wealth Forward Advisors LLC reports 2 employees.
Where is Wealth Forward Advisors LLC located?
Wealth Forward Advisors LLC is based in New York, NY and has been SEC-registered since 2025.
Does Wealth Forward Advisors LLC disclose fund performance?
Wealth Forward Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 401 Park Avenue S, 10th Floor Suite 1040, New York, NY 10016 |
| Phone | 917-734-0826 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 86%
More than 14% of 16,825 advisers