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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge
- Established Date
- 05-31-2018
- Office Locations
- 1
Office Locations
About Forsythe Wealth Management, Inc.
Forsythe Wealth Management is an RIA providing investment management and financial planning for families and charities. The firm defines risk as the chance of falling short of cash-flow needs and starts with liabilities and goals before assets. Portfolios are managed in-house with active, risk-averse equity strategies using proprietary research tools and individual securities rather than outsourced fund models. Custodies with Charles Schwab.
Team overview
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Owner & Executives
GREGORY JOHN FORSYTHE
Chief Compliance Officer, Chief Executive Officer, Founder, President
- CRD
- #4213194
- Ownership
- 50% but less than 75%
Ryan Forsythe
Vice President
- CRD
- #6925496
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,353,955 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,353,955 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,353,955
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,383,800,643 | 37.1% |
| Equity - Exchange | $989,502,154 | 15.4% |
| Private Funds | $1,053,755,540 | 16.4% |
| Cash | $1,998,280,323 | 31.1% |
| Total | $6,425,338,660 | 100.0% |