# Flying Forward Wealth Management

> Flying Forward Wealth Management is a state-registered investment advisory firm in Boerne, TX, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 327389
- Filed as: FLYING FORWARD WEALTH MANAGEMENT
- Legal name: Flying Forward, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boerne, TX
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327389
- AdvisorCensus page: https://advisorcensus.com/firm/flying-forward-wealth-management-boerne-tx-327389

## Quick answers

**How is Flying Forward Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Flying Forward Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Flying Forward Wealth Management located?**
Flying Forward Wealth Management's principal office is in Boerne, TX, according to its Form ADV.

**Is Flying Forward Wealth Management registered with the SEC or a state?**
Flying Forward Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327389.

**How much does Flying Forward Wealth Management manage?**
Flying Forward Wealth Management reports $12,553,940 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (98% discretionary).

**What types of clients does Flying Forward Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (5).

**Does Flying Forward Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327389

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,553,940
- Discretionary: $12,330,751
- Non-discretionary: $223,189

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $5,068,180 |
| High net worth individuals | 5 | $7,485,760 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flyingforward.com
- Instagram @flying.forward
- LinkedIn @flyingforward
- TikTok @flying.forward
- YouTube @flying.forward

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flying Forward Wealth Management (CRD 327389): Form ADV filing data as of October 2026.