# Wealth Forward, LLC

> Wealth Forward, LLC is an SEC-registered investment advisory firm in Fargo, ND, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 159467
- Filed as: WEALTH FORWARD, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fargo, ND
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159467
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-forward-llc-fargo-nd-159467

## Quick answers

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

**Where is Wealth Forward, LLC located?**
Wealth Forward, LLC's principal office is in Fargo, ND, according to its Form ADV.

**Is Wealth Forward, LLC registered with the SEC or a state?**
Wealth Forward, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 159467.

**How much does Wealth Forward, LLC manage?**
Wealth Forward, LLC reports $228,127,843 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (93% discretionary).

**How have Wealth Forward, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealth Forward, LLC: Regulatory assets under management: $142,574,231 in the October 2021 data and $228,127,843 in the October 2026 data, up 60%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Forward, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (304); high net worth individuals (51); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Wealth Forward, LLC use?**
Wealth Forward, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Wealth Forward, LLC 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/159467

**What changed in Wealth Forward, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $197,216,763 to $228,127,843 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 1, 2026)

- Minimum annual fee: $500

> A minimum annual fee of $500 per household may be charged.

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

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: $228,127,843
- Discretionary: $212,801,254
- Non-discretionary: $15,326,589

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 304 | $92,121,026 |
| High net worth individuals | 51 | $126,292,653 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $9,350,360 |
| Charitable organizations | Fewer than 5 | $363,804 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, ND, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mywealthforward.com
- ranstrom.com
- wealthforward.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $142,574,231 | 3 | January 19, 2021 |
| October 2022 | $170,019,160 | 3 | May 26, 2022 |
| October 2023 | $140,230,137 | 3 | February 23, 2023 |
| October 2024 | $170,318,069 | 3 | February 22, 2024 |
| October 2025 | $197,216,763 | 2 | February 3, 2025 |
| October 2026 | $228,127,843 | 2 | July 1, 2026 |

Regulatory assets under management: $142,574,231 in the October 2021 data and $228,127,843 in the October 2026 data, up 60%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $197,216,763 to $228,127,843 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Forward, LLC (CRD 159467): Form ADV filing data as of October 2026.