# The Road Ahead Wealth Management LLC

> The Road Ahead Wealth Management LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 327403
- Filed as: THE ROAD AHEAD WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327403
- AdvisorCensus page: https://advisorcensus.com/firm/the-road-ahead-wealth-management-llc-327403

## Quick answers

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

**Is The Road Ahead Wealth Management LLC registered with the SEC or a state?**
The Road Ahead Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 327403.

**How much does The Road Ahead Wealth Management LLC manage?**
The Road Ahead Wealth Management LLC reports $12,900,000 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does The Road Ahead Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (5).

**Does The Road Ahead Wealth Management LLC 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/327403

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,900,000
- Discretionary: $12,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,100,000 |
| High net worth individuals | 5 | $10,800,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Road Ahead Wealth Management LLC (CRD 327403): Form ADV filing data as of October 2026.