# Forsythe Wealth Management, Inc.

> Forsythe Wealth Management, Inc. is a state-registered investment advisory firm in Crown Point, IN, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 293152
- Filed as: FORSYTHE WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Crown Point, IN
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293152
- AdvisorCensus page: https://advisorcensus.com/firm/forsythe-wealth-management-inc-crown-point-in-293152

## Quick answers

**How is Forsythe Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Forsythe Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Forsythe Wealth Management, Inc. located?**
Forsythe Wealth Management, Inc.'s principal office is in Crown Point, IN, according to its Form ADV.

**Is Forsythe Wealth Management, Inc. registered with the SEC or a state?**
Forsythe Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 293152.

**How much does Forsythe Wealth Management, Inc. manage?**
Forsythe Wealth Management, Inc. reports $79,353,955 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**What types of clients does Forsythe Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (24); charitable organizations (3).

**Does Forsythe Wealth Management, Inc. 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/293152

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $79,353,955
- Discretionary: $79,353,955
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $23,976,655 |
| High net worth individuals | 24 | $47,489,278 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $6,885,686 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $1,002,336 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- forsythewealth.com
- LinkedIn @greg-forsythe-32a8b987

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Forsythe Wealth Management, Inc. (CRD 293152): Form ADV filing data as of October 2026.