{
  "crd_number": 337462,
  "slug": "wealth-forward-advisors-new-york-ny-337462",
  "primary_business_name": "WEALTH FORWARD ADVISORS",
  "legal_name": "WEALTH FORWARD ADVISORS LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2025-11-19",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-22",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "NY"
  ],
  "websites": [
    "https://yourwealthforward.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337462",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/wealth-forward-advisors-new-york-ny-337462",
  "display_name": "Wealth Forward Advisors",
  "summary": "Wealth Forward Advisors is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.",
  "citation": "AdvisorCensus. Wealth Forward Advisors (CRD 337462): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Forward Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Forward Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Wealth Forward Advisors located?",
      "a": "Wealth Forward Advisors' principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Wealth Forward Advisors registered with the SEC or a state?",
      "a": "Wealth Forward Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 337462."
    },
    {
      "q": "How much does Wealth Forward Advisors manage?",
      "a": "Wealth Forward Advisors reports $0 in regulatory assets under management in its Form ADV filing dated July 22, 2026."
    },
    {
      "q": "Does Wealth Forward Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337462"
    },
    {
      "q": "Does Wealth Forward Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 22, 2026 says: \"There is no account minimum for any of WFA’s services.\""
    },
    {
      "q": "What changed in Wealth Forward Advisors' recent Form ADV filings?",
      "a": "In the December 2025 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 22, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of WFA’s services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no account minimum for any of WFA’s services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wealth-forward-advisors-new-york-ny-337462.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337462",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}