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FORZA WEALTH MANAGEMENT
Legal name: FORZA WEALTH MANAGEMENT, LLC
CRD 281075File 801-119396
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$422.4M
Below cohort median (national)
Discretionary AUM
$422.4M
Clients
129
356 accounts
Employees
4
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 4, 2020
- Principal office
- 5605 MARQUESAS CIRCLE, SARASOTA, FL, 34233
- Phone
- 941-203-3748
- Website
- HTTPS://WWW.FORZAWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $422.4M
- Discretionary AUM
- $422.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 356
- Non-discretionary accounts
- 0
- Total accounts
- 356
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.3M |
| Charitable organizations | Fewer than 5 | $6.6M |
| High net worth individuals | 77 | $376.3M |
| Pension and profit sharing plans | Fewer than 5 | $1.0M |
| Individuals (other than high net worth individuals) | 52 | $31.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $392,516,783 | $422,357,338 | increased by$29,840,555 |
| Apr 1, 2026 | Accounts | 352 | 356 | increased by4 |
| Mar 1, 2026 | Clients | 119 | 129 | increased by10 |
| Mar 1, 2026 | AUM | $375,265,898 | $392,516,783 | increased by$17,250,885 |
| Mar 1, 2026 | Accounts | 340 | 352 | increased by12 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 116 | 119 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $320,618,237 | $375,265,898 | increased by$54,647,661 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 314 | 340 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 95 | 116 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $149,006,311 | $320,618,237 | increased by$171,611,926 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 228 | 314 | increased by86 |
| Apr 1, 2022 | Clients | 84 | 95 | increased by11 |
| Apr 1, 2022 | AUM | $115,730,467 | $149,006,311 | increased by$33,275,844 |
| Apr 1, 2022 | Accounts | 207 | 228 | increased by21 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FORZA WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORZA WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.