Wealth Forward, LLC
● SEC registered since 2013CRD 159467SEC# 801-77905Fargo, ND
Reg. AUM
$228.1M
Employees
2
Accounts
1,052
Location
Fargo, ND
Wealth Forward, LLC assets under management
Wealth Forward, LLC is a registered investment adviser overseen by the SEC based in Fargo, ND. The firm has been registered since 2013. It reports $228.1 million in regulatory assets under management and employs 2 people.
Wealth Forward, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Steven Berg Control | Member | Over 75% | 2016 |
| Stephanie L Ternes Control | Chief Compliance Officer | Under 5% | 2017 |
Frequently asked questions
How much does Wealth Forward, LLC manage?
Wealth Forward, LLC reports $228.1 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Forward, LLC have?
Wealth Forward, LLC reports 2 employees.
Where is Wealth Forward, LLC located?
Wealth Forward, LLC is based in Fargo, ND and has been SEC-registered since 2013.
Does Wealth Forward, LLC disclose fund performance?
Wealth Forward, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2632 47th St S., Suite 107, Fargo, ND 58104 |
| Phone | 701-293-5789 |
| Fax | 701-293-0331 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2012773 |
| Discloses disciplinary history | No |
Regulatory AUM
$228.1M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$228.1Mregulatory AUM
Discretionary $212.8MNon-discretionary $15.3M