SourcingSourcing

FOREFRONT WEALTH PARTNERS, LLC

B52
CRD 308521·SEC 801-130608·AUSTIN, TX
AUM
$239.8M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$720K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FOREFRONT WEALTH PARTNERS, LLC
CRD
308521
SEC file #
801-130608
EIN
812424243
DBA names
Forefront

Economics

AUM
$239.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$239.8M → $239.8M▬ 0%
Client mix
Individuals Other468
Individuals High Net Worth104

Operations

Employees (total)
15
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
7 advisors → 7 advisors▬ 0%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financialmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
04/13/2026
ADV-W filed at
—
Website
linkedin.com/in/jacob-logan-a49b10183(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEGRON, ERIC, J.
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
NEGRON, ERIC, J.
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002068112
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-05-14
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0002063364-26-000107

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
9
Bc Firm Active IA Count
28
Bc Firm IAR Count
28
Custodian Candidates
Window
Lpl Financial2
Full
Charles Schwab6
E*trade4
Lpl Financial2
Edgar Addresses
Mailing
7500 RIALTO BLVD, BLDG 1 SUITE 250AUSTIN, TX 78735
Business
7500 RIALTO BLVD, BLDG 1 SUITE 250AUSTIN, TX 78735
Edgar EIN
812424243
Edgar Recent Filings
13F-HR2026-04-17 · 0002063364-26-000107
13F-HR2026-02-06 · 0002063364-26-000056
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5378359
Trust Company Affiliate
No

People (28)

28
NEGRON, ERIC, J.
IAR · Direct Owner · 87.5%
5378359
Jay Everett Kadlec
IAR
7047900
BRENT ANDREW PEDDY
IAR
2400399
KEVIN M CHURCHILL
IAR
4856496
AARON OAKLEY BEST
IAR
6280689
DEREK HOUSTON ST. CLAIR
IAR
5663891
James Andrew Alders
IAR
6701661
MELISSA MURPHY PAVONE
IAR
5052186
Melody Brady
IAR
5917151
DAVID MICHAEL LEONE
IAR
5737854
CHARLOTTE Janelle PACE
IAR
3143329
CHRISTOPHER TODD OWENS
IAR
5395749
Bruce D Kern
IAR
7224063
Kathleen Patricia Oberneder
IAR
4385405
GERALD E SHAW
IAR
1305370
NICHOLAS JAMES WOLF
IAR
6384735
CHAD JARRETT RIXSE
IAR
6427741
Joseph Daniel Stabile
IAR
7221099
AMY LYNN COLTON
IAR
5966664
ABBY NICOLE MORTON
IAR
5813116
Jacob A Logan
IAR
7118385
CHRISTOPHER CHARLES MARRONE
IAR
6813964
Jordan Steven Gentry
IAR
7227357
David Mason Daley
IAR
7352195
Aspen Lynn West
IAR
6681828
Michelle Danielle Fuccella
IAR
7001060
DAVID ALLEN CARTER
IAR
1097964
SAURIN SUKUMAR MAKIM
IAR
7589943