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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-07-2021
- Office Locations
- 23
Office Locations
About Forefront
Forefront Wealth Partners provides goals-based financial planning and investment management, spanning cash-flow and debt planning, retirement, employee benefits, tax and risk optimization, and legacy needs like estate, insurance, and business succession. The firm focuses on tech professionals, empowered women, business owners, and pre-retirees, with portfolios commonly using ETFs and mutual funds. It also runs the Forefront Advisor Network (FAN) to help other advisors scale or exit with added technology and resources.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC J. NEGRON
CEO, Managing Partner
- CRD
- #5378359
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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James Andrew Alders
--
- CRD
- #6701661
AARON OAKLEY BEST
Owner
- CRD
- #6280689
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $239,835,320 | $173,542 |
| Non-Discretionary | $0 | -- |
| Total | $239,835,320 | $173,542 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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