Data / Investment advisers / Texas / Forefront
Forefront, Austin, TX: $240 million AUM, SEC registered investment adviser
Forefront is an SEC registered investment adviser with its main office in Austin, Texas and reports $240 million in regulatory assets under management in its Form ADV filed September 29, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 308521
- SEC file number
- 801-130608
- SEC status
- Approved, effective July 5, 2024
- Legal name
- Forefront Wealth Partners, LLC
- Main office
- 7500 Rialto Blvd, BLDG 1 Suite 250, Austin, TX 78735
- Phone
- (512) 617-1984
- Regulatory AUM
- $239,835,320 in the Form ADV filed September 29, 2026
- Discretionary AUM
- $239,835,320
- Accounts
- 1,382
- Employees
- 15, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- September 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 104 | $140.9 million |
| Individuals (other than high net worth individuals) | 468 | $98.7 million |
| Corporations or other businesses | Fewer than 5 | $155,210 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Live Oak Investment Partners | Austin | $266.4 million | Not listed | adviserinfo.sec.gov |
| Recurring Capital Management Company, LLC | Austin | $250.4 million | 9 | adviserinfo.sec.gov |
| Dean Wealth Partners, LLC | Austin | $249.8 million | Not listed | adviserinfo.sec.gov |
| 994 Group | Austin | $244.7 million | Not listed | adviserinfo.sec.gov |
| Carlin Wealth Management Group, LLC | Austin | $240.9 million | Not listed | adviserinfo.sec.gov |
| Centennial Advisors, LLC | Austin | $237.3 million | 1 | adviserinfo.sec.gov |
| Valterra Partners LLC | Austin | $237 million | 5 | adviserinfo.sec.gov |
| Watercolor Financial | Austin | $234.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Forefront on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.