$228.1M Total AUM
$212.8M Disc. AUM
17.6% 3Y CAGR
2 Employees
379 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-19-2011
- Office Locations
- 1
Office Locations
2632 47th ST S. Suite 107 Fargo ND
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.
Team overview
48 AVG AGE
$114.1M AVG AUM / ADVISOR
$601.9K AVG AUM / CLIENT
13.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
RYAN STEVEN BERG
Financial Advisor, General Partner
- CRD
- #4718436
- Ownership
- 75% or more
Available
Available
Available
S
STEPHANIE L TERNES
Chief Compliance Officer
- CRD
- #5198724
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,801,254 | $216,261 |
| Non-Discretionary | $15,326,589 | $225,391 |
| Total | $228,127,843 | $216,852 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing