SourcingSourcing

FORTHRIGHT WEALTH MANAGEMENT, LLC

C22
CRD 220515·SEC 801-96202·ALPHARETTA, GA
AUM
$773.4M
$500M-$1B
Est. Revenue
$7.7M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD
220515
SEC file #
801-96202
EIN
473653275
DBA names
—

Economics

AUM
$773.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$293.0M → $773.4M▲ +164%
Client mix
Individuals Other301
Individuals High Net Worth266
Corporations8

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
linkedin.com/company/frwm(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BP JOHNSTON, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
BP JOHNSTON, LLC
JJ ELLIS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:forthright.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001841633
Edgar Registered
Yes
Edgar Filing Count
25
Edgar First Filing Date
2021-01-29
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001951757-26-000827

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
5755 NORTH POINT PKWYSUITE 47ALPHARETTA, GA 30022
Business
5755 NORTH POINT PKWYSUITE 47ALPHARETTA, GA 30022
Edgar EIN
473653275
Edgar Recent Filings
13F-HR2026-05-12 · 0001951757-26-000827
13F-HR2026-01-13 · 0001951757-26-000057
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
JOHNSTON, BRIAN, PATRICK
IAR · Executive Officer · 2.5%
4590332
AUSTRENG, ANTHONY, JAMES
IAR · Executive Officer · 2.5%
4559934
ELLIS, JOHN, JOSEPH
IAR · Executive Officer · 2.5%
5422812
WILLS, JEFF, RICHARD
IAR · Executive Officer · 2.5%
5131854
Carson Banks Fields
IAR
7365017
Charles Howard Arnold
IAR
7881639