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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-19-2011
- Office Locations
- 1
Office Locations
About Wealth Forward, LLC
Wealth Forward is a Fargo, ND wealth management and financial planning firm focused on estate planning, tax planning/preparation, and ongoing asset management for individuals and families pursuing legacy, retirement, and education goals. Portfolios emphasize diversified allocation using public funds such as mutual funds and ETFs with a risk-management lens. Custody includes Pershing.
Reported data analysis
What the numbers show
Between August 6, 2025 and July 1, 2026, reported AUM increased 15.7%, from $197.2M to $228.1M.
Across 5 reported observations, AUM increased 34.2% between May 26, 2022 and July 1, 2026, from $170.0M to $228.1M.
Of the latest reported AUM, 93.3% is discretionary and 6.7% is non-discretionary.
The firm reports 2 advisory representatives and 379 clients, or 189.5 clients per representative. That equates to $601.9K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
RYAN STEVEN BERG
Financial Advisor, General Partner
- CRD
- #4718436
- Ownership
- 75% or more
STEPHANIE L TERNES
Chief Compliance Officer
- CRD
- #5198724
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,801,254 | $216,261 |
| Non-Discretionary | $15,326,589 | $225,391 |
| Total | $228,127,843 | $216,852 |
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Separately Managed Accounts
SMA allocation detail is available
Wealth Forward, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Wealth Forward, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.