Forza Wealth Management

Forza Wealth Management (CRD# 281075) is a financial advisory firm headquartered in Sarasota, FL. They manage $276,594,260 in 282 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7701 Holiday Drive, Sarasota, FL 34231
https://www.facebook.com/forzawealthmanagement
By the Numbers
  • Total Assets Under Management
    277
    MILLION
  • Total Number of Accounts
    282
    ACCOUNTS
  • Average Account Value
    $980,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Forza Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Michael Demassa, financial advisor Sarasota FL
Michael E. Demassa
CRD#: 3272355
7701 Holiday Drive, Sarasota, FL 34231

Michael Demassa (CRD# 3272355) is an Investment Advisor Representative working at Forza Wealth Management in Sarasota, FL and has over 24 years of experience in the finance industry.

2
Timothy Videnka, financial advisor Sarasota FL
Timothy J. Videnka
CRD#: 3251250
7701 Holiday Drive, Sarasota, FL 34231

Timothy Videnka (CRD# 3251250) is an Investment Advisor Representative working at Forza Wealth Management in Sarasota, FL and has over 24 years of experience in the finance industry.

3
Kimberly Evener, financial advisor Sarasota FL
Kimberly Evener
CRD#: 7635652
7701 Holiday Drive, Sarasota, FL 34231

Kimberly Evener (CRD# 7635652) is an Investment Advisor Representative working at Forza Wealth Management in Sarasota, FL and has 1 year 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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