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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-27-2022
- Office Locations
- 2
Office Locations
About Forthright Partnerstm
Forthright Partners is a Nevada-based SEC-registered RIA offering “telehealth for your money” advice for individuals and employer-sponsored employee financial wellness programs. The firm provides financial planning and investment management, with portfolios implemented primarily via ETFs, and supports needs such as tax, insurance, and estate planning. Based in Las Vegas with a Reno office.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DEVAN CHRISTOPHER WYSON
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #5474471
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ERON STEPHANIE KENNEDY
--
- CRD
- #6164581
MARC PAUL SULTAN
Financial Advisor
- CRD
- #1709281
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,360,000 | -- |
| Total | $1,360,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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