WEALTH FORWARD, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	North Dakota, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	880	$158.2M
Non-Discretionary	70	$12.2M
Total	950	$170.3M

Clients

Type	Number	RAUM
Individuals	309	$80.3M
HNW Individuals	37	$83.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	13	$6.5M
Charitable organizations	<5	$120,800
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	13
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Insurance broker or agentAccountant or accounting firm

Identifiers

SEC RIA File Number	801-77905
SEC ERA File Number	801-77905
SEC CIK Numbers	2012773
SEC CRD Numbers	159467
Legal Entity Identifier	None

Principal Office

2632 47TH ST S.
SUITE 107
FARGO
ND
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic