CRD: 323417
OLD Forge Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SHAUN THOMAS SCOTT
PRINCIPAL
- CRD
- #1907367
- Ownership
- 75% or more
Jennifer Carreiro
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,000,000 | -- |
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 % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing