Data / Investment advisers / Florida / Forza Wealth Management
Forza Wealth Management, Sarasota, FL: $422 million AUM, SEC registered investment adviser
Forza Wealth Management is an SEC registered investment adviser with its main office in Sarasota, Florida and reports $422 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 281075
- SEC file number
- 801-119396
- SEC status
- Approved, effective September 4, 2020
- Legal name
- Forza Wealth Management, LLC
- Main office
- 5605 Marquesas Circle, Sarasota, FL 34233
- Phone
- (941) 203-3748
- Website
- forzawealth.com
- Regulatory AUM
- $422,357,338 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $422,357,338
- Accounts
- 356
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 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 | 77 | $376.3 million |
| Individuals (other than high net worth individuals) | 52 | $31.2 million |
| Corporations or other businesses | Fewer than 5 | $7.3 million |
| Charitable organizations | Fewer than 5 | $6.6 million |
| Pension and profit sharing plans | Fewer than 5 | $1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $422.4 million | March 30, 2026 |
| March 2, 2026 | $392.5 million | February 10, 2026 |
| December 1, 2025 | $375.3 million | October 2, 2025 |
Other advisers in Sarasota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Truvestments Capital LLC | Sarasota | $660.8 million | 1 | adviserinfo.sec.gov |
| Tactive Advisors, LLC | Sarasota | $619 million | Not listed | adviserinfo.sec.gov |
| Compound Family Offices, LLC | Sarasota | $540.8 million | Not listed | adviserinfo.sec.gov |
| White Oaks Investment Management, Inc | Sarasota | $496.1 million | 17 | adviserinfo.sec.gov |
| Perigee Capital, LP | Sarasota | $425.7 million | 118 | adviserinfo.sec.gov |
| Miller Value Partners, LLC | Sarasota | $418.2 million | Not listed | adviserinfo.sec.gov |
| Sara-Bay Financial Corp. | Sarasota | $396.8 million | Not listed | adviserinfo.sec.gov |
| Monorail Securities LLC | Sarasota | $388.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Sarasota, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Forza Wealth Management 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.