This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-05-2016
- Office Locations
- 1
Office Locations
About Forza Wealth Advisory Services LLC
Forza Wealth Management is a Sarasota, Florida-based, fee-only fiduciary RIA providing personalized wealth management, financial planning, and ongoing portfolio management with an emphasis on reducing layers of fees and minimizing taxes. The team collaborates with clients’ CPAs and attorneys for integrated planning and offers direct access to the person making investment decisions, with client access via a portal and Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Joseph Pecoraro
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #6643629
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $957,225 | -- |
| Total | $957,225 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing