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FORTHRIGHT FAMILY WEALTH ADVISORY LLC
CRD 304547 · SEC 801-117159
825 TOWN & COUNTRY LN., 12TH FL., HOUSTON, TX, 77024, United States
Phone
713-510-3510
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$191.2M
Discretionary AUM
$191.2M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $2.5M |
| High net worth individuals | 45 | $188.7M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD