$45.6M Total AUM
$45.6M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- FoundationTimber vertex +more
- Established Date
- 02-12-2016
- Office Locations
- 1
Office Locations
-- Copley OH
About Forward Thinking Wealth Management
Forward Thinking Wealth Management is an independent, fee-only RIA based in Akron, OH, serving high-stress physicians nationwide via virtual planning. The firm offers flat-fee comprehensive financial planning and investment management, including tax planning, retirement and career planning, estate plan reviews, insurance/risk guidance, and cash-flow and debt work. Portfolios are primarily ETF-based, with custody including Charles Schwab.
Team overview
53 AVG AGE
$45.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Client Personas
Prime Delta
Custodian
Pioneer beacon
Investment Themes
Pioneer Vertex Alpha value
Investment Vehicles
Beacon
Services
Meridian unison Eagle oak Harbor Alpha signal Crest Beacon crest Element Momentum pathway Element
Technology
Beacon timber Pathway Matrix Timber Fusion Zenith
Owner & Executives
DANIEL P JOHNSON
Chief Compliance Officer, President
- CRD
- #5186023
- Ownership
- 75% or more
(505) 344-8756
radial.focus@valuecapital.com
in linkedin.com/in/timber-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,638,003 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,638,003 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,638,003
Equity - Exchange:
10.8% Public Funds:
19.5% Corporate - Investment Grade:
8.3% Equity - OTC:
22.7% Municipal Bonds:
20.8% U.S. Government/Agency:
7.3% Cash:
10.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $49,382,343 | 10.8% |
| Public Funds | $89,162,563 | 19.5% |
| Corporate - Investment Grade | $37,951,245 | 8.3% |
| Equity - OTC | $103,794,368 | 22.7% |
| Municipal Bonds | $95,106,734 | 20.8% |
| U.S. Government/Agency | $33,378,806 | 7.3% |
| Cash | $48,467,854 | 10.6% |
| Total | $457,243,913 | 100.0% |