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FOREFRONT
Legal name: FOREFRONT WEALTH PARTNERS, LLC
CRD 308521File 801-130608
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$239.8M
Below cohort median (national)
Discretionary AUM
$239.8M
Clients
572
1,382 accounts
Employees
15
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 5, 2024
- Principal office
- 7500 RIALTO BLVD, BLDG 1, SUITE 250, AUSTIN, TX, 78735
- Phone
- 512-617-1984
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $239.8M
- Discretionary AUM
- $239.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,382
- Non-discretionary accounts
- 0
- Total accounts
- 1,382
- AUM per client
- $419K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $155K |
| High net worth individuals | 104 | $140.9M |
| Individuals (other than high net worth individuals) | 468 | $98.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFERRAL FEES AND REVENUE SHARE FOR REFERRALS TO THIRD PARTIES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.