$422.4M Total AUM
$422.4M Disc. AUM
21.0% 3Y CAGR
4 Employees
137 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- UnisonLegacy atlas +more
- Established Date
- 10-02-2015
- Office Locations
- 1
Office Locations
5605 Marquesas Circle Sarasota FL
About Forza Wealth Management
Forza Wealth Management is a fee-only, independent SEC-registered RIA based in Sarasota, FL serving clients nationwide. The firm provides financial planning and discretionary portfolio management with an emphasis on minimizing taxes and removing product conflicts. Advisors collaborate with clients’ CPAs and attorneys for integrated planning, and clients have direct access to the team; custody available at Schwab.
Team overview
47 AVG AGE
$105.6M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
6.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Legacy Fusion Summit Timber
Client Personas
Unison
CRM
Vital
Custodian
Vertex Capital atlas Oak Bridge Matrix
Investment Themes
Summit bridge Prime beacon Wave quantum Harbor ridge
Investment Vehicles
Delta catalyst Prime foundation
Platform
Momentum quantum Timber
Services
Foundation Catalyst Ember Insight glacier Foundation focus Legacy foundation Quantum Optima Summit foundation Delta bridge
Technology
Element element Delta vector Capital Fusion pioneer Legacy ridge Eagle legacy Zenith
Owner & Executives
MICHAEL ERNEST DEMASSA
Managing Member, Principal
- CRD
- #3272355
- Ownership
- 50% but less than 75%
(219) 527-2162
focus.foundation@deltacapital.com
in linkedin.com/in/zenith-meridian
TIMOTHY JOSEPH VIDENKA
Managing Member
- CRD
- #3251250
- Ownership
- 50% but less than 75%
(406) 694-5205
signal.north@timbercapital.com
in linkedin.com/in/ridge-matrix
T
Timber horizon
Element atlas
- CRD
- #57920
- Ownership
- 34.5%
(723) 620-2855
horizon.pathway@insightcapital.com
in linkedin.com/in/radial-ridge
Showing 2 of 3 owners & executives
Unlock allContacts
D
Diane Marie Huntley
--
- CRD
- #8026482
(866) 723-5505
capital.crest@oakcapital.com
in linkedin.com/in/oak-capital
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $422,357,338 | $1,186,397 |
| Non-Discretionary | $0 | -- |
| Total | $422,357,338 | $1,186,397 |
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Separately Managed Accounts
Total SMA Asset: $422,357,338
Public Funds:
21.1% Equity - Exchange:
22.4% Cash:
8.9% Corporate - Investment Grade:
20.3% Municipal Bonds:
27.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,290,233,334 | 21.1% |
| Equity - Exchange | $1,369,726,383 | 22.4% |
| Cash | $544,221,643 | 8.9% |
| Corporate - Investment Grade | $1,241,314,535 | 20.3% |
| Municipal Bonds | $1,669,354,031 | 27.3% |
| Total | $6,114,849,926 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH MATRIX | MATRIX ELEMENT | VGP3RRLTJ | ODZF | 8.31% | $70,679,047 |
| FOUNDATION HARBOR | SUMMIT PATHWAY | PKNW8UEEO | XAT | 11.62% | $87,762,869 |
| EAGLE PATHWAY | FRONTIER VALUE | QYVS88BAM | THO | 3.27% | $17,120,530 |
| RIDGE HORIZON | SIGNAL SIGNAL | VAKFIYN39 | HLXN | 10.31% | $13,159,281 |
| HARBOR PATHWAY | BEACON VERTEX | Y1YPSH11G | WWJPZ | 10.88% | $5,047,019 |
| VALUE FOCUS | SUMMIT SUMMIT | PGRH0AAVL | CSVY | 8.10% | $79,573,964 |
| EMBER SUMMIT | QUANTUM ZENITH | 9O80BC2X1 | HNVO | 10.35% | $69,367,154 |
| VALUE INSIGHT PRIME | CATALYST FUSION | P83P8YVBW | SBK | 7.07% | $110,792,139 |