# Forefront

> Forefront is an SEC-registered investment advisory firm in Austin, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 308521
- Filed as: FOREFRONT
- 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)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308521
- AdvisorCensus page: https://advisorcensus.com/firm/forefront-austin-tx-308521

## Quick answers

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

**Where is Forefront located?**
Forefront's principal office is in Austin, TX, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Forefront registered with the SEC or a state?**
Forefront is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 308521.

**How much does Forefront manage?**
Forefront reports $239,835,320 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Forefront's assets and staff changed since 2024?**
In the Form ADV data for Forefront: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Forefront serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (468); high net worth individuals (104).

**Which custodians does Forefront use?**
Forefront's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Forefront report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308521

**What changed in Forefront's recent Form ADV filings?**
In the October 2026 filing data: Added the business name Glenrock Wealth Advisors. Added an office in Santa Barbara, CA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $239,835,320
- Discretionary: $239,835,320
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 468 | $98,748,485 |
| High net worth individuals | 104 | $140,931,625 |
| Corporations or other businesses not listed above | Fewer than 5 | $155,210 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 15 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, FL, GA, HI, ID, IL, LA, MA, MI, MN, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308521

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Santa Barbara, CA

### Websites listed on Form ADV (Item 1.I)
- forefrontwealthpartners.com
- forefrontwealthpartners.com/blog
- mysummitadvisors.com
- namapw.com
- Facebook @amy.colton.77
- Facebook @chad.rixse
- Facebook @christopher.marrone.33
- Facebook @forefrontwealthpartners
- Facebook @forefrontwp
- Facebook @jacob.logan.14473
- Facebook facebook.com
- Instagram @chad_at_forefront
- Instagram @forefrontwp
- LinkedIn @forefront-wealth-partners
- LinkedIn @amy-colton-mba-cdfa-30094b158
- LinkedIn @aspenknickrehm
- LinkedIn @bruce-kern-1014
- LinkedIn @chad-rixse
- LinkedIn @chris-marrone
- LinkedIn @chrisamores
- LinkedIn @david-leone-cfp
- LinkedIn @donovanjsealy
- LinkedIn @ericjnegron
- LinkedIn @happy-witt
- LinkedIn @jacob-logan-a49b10183
- LinkedIn @kathleen-oberneder-chsnc®-5526413
- LinkedIn @kelle-schnabel-linked-in
- LinkedIn @kevinchurchillcfa
- LinkedIn @lauren-mulligan-b4a789a3
- LinkedIn @laurie-mcaleenan-6102872a8
- LinkedIn @melissamurphypavone
- LinkedIn @michellefuccella
- LinkedIn @nicholaswolf
- LinkedIn @saad-zariff
- X @ForefrontWP
- YouTube @forefrontadvisornetwork
- YouTube @forefrontwp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $118,199,573 | 15 | September 17, 2024 |
| October 2025 | $239,835,320 | 15 | March 4, 2025 |
| October 2026 | $239,835,320 | 15 | September 29, 2026 |

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.

## Changes in the filing (last 12 months)

### 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).

### 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.

### February 2026
- Added the business name Tandem Wealth Management.
- Added the business name Creator Money LLC.
- Registered or notice-filed in GA, ID, WV.

### December 2025
- Added the business name Equity Comp Advisors.
- Registered or notice-filed in UT.

### November 2025
- Added the business name Principatus Wealth.
- Added the business name Coast Financial.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forefront (CRD 308521): Form ADV filing data as of October 2026.