# Wealth Forward Advisors

> 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.

- CRD: 337462
- Filed as: WEALTH FORWARD ADVISORS
- Legal name: Wealth Forward Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337462
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-forward-advisors-new-york-ny-337462

## Quick answers

**How is Wealth Forward Advisors compensated?**
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.

**Where is Wealth Forward Advisors located?**
Wealth Forward Advisors' principal office is in New York, NY, according to its Form ADV.

**Is Wealth Forward Advisors registered with the SEC or a state?**
Wealth Forward Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 337462.

**How much does Wealth Forward Advisors manage?**
Wealth Forward Advisors reports $0 in regulatory assets under management in its Form ADV filing dated July 22, 2026.

**Does Wealth Forward Advisors report any disciplinary disclosures?**
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

**Does Wealth Forward Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated July 22, 2026 says: "There is no account minimum for any of WFA’s services."

**What changed in Wealth Forward Advisors' recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 22, 2026)

- Account minimum: None

> There is no account minimum for any of WFA’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [yourwealthforward.com](https://yourwealthforward.com)

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Forward Advisors (CRD 337462): Form ADV filing data as of October 2026.