Forefront

• A percentage of assets under your management
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated April 13, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$239,835,320 as of October 2026, filing dated September 29, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Legal name

Forefront Wealth Partners, LLC

Also doing business as

BAYSTATE WEALTH ADVISORS, BEST WEALTH ADVISORY, CHALK MONEY, COAST FINANCIAL, CREATOR MONEY, EQUITY COMP ADVISORS, FOREFRONT ADVISOR NETWORK, FOUR LEAF FINANCIAL PLANNING, GLENROCK WEALTH ADVISORS, LEONE AND COMPANY WEALTH MANAGEMENT, MINDFUL FINANCIAL PARTNERS, MOUNTAIN HIGH WEALTH MANAGEMENT, PACE FINANCIAL SERVICES, POINT2 CAPITAL PARTNERS, PRINCIPATUS WEALTH, SUMMIT ADVISORS, TANDEM WEALTH MANAGEMENT, THE 401(K) ADVISOR

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2024 (2 years)

Employees

Total: 15. Performing investment advisory functions: 7.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

1 other office, as of the October 2026 filing

Santa Barbara, CA

States registered or notice-filed

27 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $118,199,573 in the October 2024 data and $239,835,320 in the October 2026 data, up 103%.

Total employees: 15 in October 2024 and 15 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Added the business name Glenrock Wealth Advisors.
   • Added an office in Santa Barbara, CA.
   • Updated its list of owners and control persons (Schedule A).
2. April 2026
   • No longer lists the business name Summit Advisors, LLC.
   • No longer lists the business name Nama Private Wealth.
   • No longer lists the business name Creator Money LLC.
   • Added the business name Baystate Wealth Advisors.
   • Added the business name Best Wealth Advisory.
   • Added the business name Summit Advisors.
   • Added the business name Creator Money.
3. February 2026
   • Added the business name Tandem Wealth Management.
   • Added the business name Creator Money LLC.
   • Registered or notice-filed in GA, ID, WV.
4. December 2025
   • Added the business name Equity Comp Advisors.
   • Registered or notice-filed in UT.
5. November 2025
   • Added the business name Principatus Wealth.
   • Added the business name Coast Financial.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.