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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2014
- Office Locations
- 1
Office Locations
About Forward Wealth Management, LLC
Forward Wealth Management is a Charlotte-based RIA serving mid- and late-career professionals within 10 years of retirement. The firm provides personalized retirement planning and wealth management through TRAC, its proprietary process that combines active planning with intentional, goal-aligned portfolio management and progress reporting versus retirement goals. Investment approach emphasizes risk management as clients move from accumulation to distribution; custody includes Schwab.
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Owner & Executives
STEPHEN PAUL MILLER
Chief Compliance Officer, Managing Member
- CRD
- #4112825
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,425,998 | -- |
| Non-Discretionary | $687,770 | -- |
| Total | $94,113,768 | -- |
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Separately Managed Accounts
Total SMA Asset: $94,113,768
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,284,648,988 | 20.4% |
| Equity - Exchange | $1,864,000,492 | 29.6% |
| U.S. Government/Agency | $579,351,504 | 9.2% |
| Cash | $1,549,135,544 | 24.6% |
| Municipal Bonds | $1,020,162,433 | 16.2% |
| Total | $6,297,298,961 | 100.0% |