CRD: 323417
OLD Forge Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2022
- Office Locations
- 1
Office Locations
About OLD Forge Wealth Management, LLC
Old Forge Wealth Management is a Warwick, RI fiduciary advisor serving families and small businesses with investment management plus retirement, tax, estate, education, and long-term care planning. The firm starts with a complimentary “A3 Evaluation” (Assess, Address, Apply) and offers a risk assessment to align goals and portfolio risk. Portfolios lean on ETFs and core fixed income, with custody through Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 244 clients, or 244 clients per representative. That equates to $405.7K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
SHAUN THOMAS SCOTT
PRINCIPAL
- CRD
- #1907367
- Ownership
- 75% or more
Jennifer Carreiro
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
OLD Forge Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.