Forthright Wealth Management, LLC

Forthright Wealth Management, LLC (CRD# 220515) is a financial advisory firm headquartered in Alpharetta, GA. They manage $566,103,112 in 1,648 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022
https://www.linkedin.com/company/frwm
By the Numbers
  • Total Assets Under Management
    566
    MILLION
  • Total Number of Accounts
    1,648
    ACCOUNTS
  • Average Account Value
    $343,509
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, NC, NE, NH, SC, TN, TX, VA

Financial Advisors at Forthright Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Anthony Austreng, financial advisor Alpharetta GA
Anthony J. Austreng
CRD#: 4559934
5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022

Anthony Austreng (CRD# 4559934) is an Investment Advisor Representative working at Forthright Wealth Management, LLC in Alpharetta, GA and has over 21 years of experience in the finance industry.

2
John Ellis, financial advisor Alpharetta GA
John J. Ellis
CRD#: 5422812
5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022

John Ellis (CRD# 5422812) is an Investment Advisor Representative working at Forthright Wealth Management, LLC in Alpharetta, GA and has over 16 years of experience in the finance industry.

3
Brian Johnston, financial advisor Alpharetta GA
Brian P. Johnston
CRD#: 4590332
5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022

Brian Johnston (CRD# 4590332) is an Investment Advisor Representative working at Forthright Wealth Management, LLC in Alpharetta, GA and has over 21 years of experience in the finance industry.

4
Jeff Wills, financial advisor Alpharetta GA
Jeff R. Wills
CRD#: 5131854
5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022

Jeff Wills (CRD# 5131854) is an Investment Advisor Representative working at Forthright Wealth Management, LLC in Alpharetta, GA and has over 17 years of experience in the finance industry.

5
Carson Fields, financial advisor Alpharetta GA
Carson B. Fields
CRD#: 7365017
5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022

Carson Fields (CRD# 7365017) is an Investment Advisor Representative working at Forthright Wealth Management, LLC in Alpharetta, GA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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