AdvizorPro

Forsythe Wealth Management, Inc.

Forsythe Wealth Management, Inc.. CRD 293152

Forsythe Wealth Management, Inc. logo

CRD: 293152

Forsythe Wealth Management, Inc.

Crown Point, IN, 46307
2192132537
$79.4M Total AUM
$79.4M Disc. AUM
-- 3Y CAGR
2 Employees
124 ADV. Clients
8 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Ridge
Established Date
05-31-2018
Office Locations
1

Office Locations

1401 E Greenwood AVE, Suite 200 Crown Point IN

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

-- AVG AGE
$39.7M AVG AUM / ADVISOR
$640.0K AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age

Insights

See the complete signal summary connected to pioneer.
Full visibility includes strategy notes for legacy north.
Open the full profile to inspect shifts in optima value.
Premium access reveals conviction themes in timber fusion horizon.
Premium access reveals conviction themes in vector unison.
Upgrade to reveal position-level detail across legacy meridian.
Unlock to see real insight on summit north.
See the complete signal summary connected to optima.

Asset Classes

Momentum insight Ridge

Client Personas

Capital vector

Investment Themes

Vertex Delta element Zenith Ridge

Investment Vehicles

Peak Glacier Harbor radial

Services

Horizon Summit Capital Radial Oak Matrix Horizon

Technology

Delta horizon

Owner & Executives

G

GREGORY JOHN FORSYTHE

Chief Compliance Officer, Chief Executive Officer, Founder, President

CRD
#4213194
Ownership
50% but less than 75%
(227) 342-4831
crest.matrix@meridiancapital.com
in linkedin.com/in/frontier-optima
R

Ryan Forsythe

Vice President

CRD
#6925496
Ownership
50% but less than 75%
(694) 561-4084
meridian.value@peakcapital.com
in linkedin.com/in/beacon-bridge

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $79,353,955 --
Non-Discretionary $0 --
Total $79,353,955 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $79,353,955

$79.4M Total SMA
Public Funds:
37.1%
Equity - Exchange:
15.4%
Private Funds:
16.4%
Cash:
31.1%
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%

Start a free trial and
prospect smarter