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Forest Asset Management LLC

Forest Asset Management LLC. CRD 139795

Forest Asset Management LLC logo

CRD: 139795

Forest Asset Management LLC

Riverside, IL, 60546
7084477086
forestasset.com
$230.7M Total AUM
$230.7M Disc. AUM
15.9% 3Y CAGR
3 Employees
114 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
Clients
Retail and Institutional
Platforms
Oak quantumBeacon insight +more
Established Date
04-24-2006
Office Locations
1

Office Locations

345 E. Burlington Street Suite C1 Riverside IL

About Forest Asset Management LLC

Forest Asset Management is a fee-only, fiduciary wealth management firm serving individuals, families, and business owners in Chicago’s near west suburbs. The team provides comprehensive planning—investment advice, tax, risk, retirement, and estate planning—with a collaborative approach alongside clients’ other trusted advisors. Portfolios emphasize asset allocation using public funds, including mutual funds and ETFs, with custody at firms such as Schwab.

Team overview

60 AVG AGE
$76.9M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
15.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Harbor Oak atlas

Client Personas

Wave summit

Custodian

Summit Matrix Meridian eagle Oak Unison optima Catalyst alpha Foundation timber Zenith

Fund Managers

Wave oak

Investment Themes

Radial Matrix Horizon Timber

Investment Vehicles

Pathway

Platform

North

Services

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Technology

Bridge beacon Oak horizon Zenith Optima bridge

Owner & Executives

JOANN PESAVENTO MAY

JOANN PESAVENTO MAY

Chief Compliance Officer, Financial Planner, Managing Member

CRD
#5109159
Ownership
75% or more
(607) 299-2515
atlas.momentum@deltacapital.com
in linkedin.com/in/optima-optima
T

TYLER COLE MAY

Wealth Advisor

CRD
#6208465
Ownership
10% but less than 25%
(890) 599-4611
optima.vector@primecapital.com
in linkedin.com/in/insight-glacier

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Contacts

M

MARK STEPHEN PESAVENTO

Certified Financial Planner

CRD
#5109157
(789) 324-4645
meridian.beacon@eaglecapital.com
in linkedin.com/in/catalyst-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-11-2022
03-23-2023
04-10-2024
06-30-2025
02-20-2026
Category Assets AVG. Account size
Discretionary $230,712,776 $492,976
Non-Discretionary $0 --
Total $230,712,776 $492,976

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Separately Managed Accounts

Total SMA Asset: $230,712,776

$230.7M Total SMA
Public Funds:
6.5%
Cash:
28.1%
U.S. Government/Agency:
15.0%
Equity - Exchange:
12.0%
Municipal Bonds:
20.1%
Other:
18.3%
Asset class Assets Assets %
Public Funds $84,982,173 6.5%
Cash $367,384,471 28.1%
U.S. Government/Agency $196,112,707 15.0%
Equity - Exchange $156,890,166 12.0%
Municipal Bonds $262,791,027 20.1%
Other $239,257,503 18.3%
Total $1,307,418,047 100.0%

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