FORZA WEALTH MANAGEMENT, LLC
Legal name: FORZA WEALTH MANAGEMENT
CRD #281075 SEC #801-119396 SARASOTA, FL 941-203-3748
SEC Registered
Total AUM
$375.3M
Discretionary
$375.3M
Employees
4
Clients
51
Accounts
340
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $375.3M | $375.3M | $0 | 4 | 3 |
| Aug 2025 | $320.6M | $320.6M | $0 | 4 | 3 |
| Mar 2025 | $320.6M | $320.6M | $0 | 4 | 3 |
| Feb 2024 | $276.6M | $276.6M | $0 | 3 | 3 |
| Jan 2024 | $276.6M | $276.6M | $0 | 3 | 3 |
| Sep 2023 | $285.5M | $284.2M | $1.2M | 3 | 3 |
| Mar 2023 | $285.5M | $284.2M | $1.2M | 4 | 3 |
| Jan 2023 | $229.7M | $228.6M | $1.1M | 4 | 3 |
| Nov 2022 | $224M | $222.8M | $1.1M | 4 | 3 |
| Mar 2022 | $149M | $146.7M | $2.3M | 3 | 3 |
| Mar 2021 | $115.7M | $113.8M | $1.9M | 3 | 1 |
| Sep 2020 | $108.7M | $106.9M | $1.8M | 3 | 1 |
| Sep 2020 | $108.7M | $106.9M | $1.8M | 3 | 1 |
| Aug 2020 | $108.7M | $106.9M | $1.8M | 3 | 1 |
DateOct 2025
Total AUM$375.3M
Discretionary$375.3M
Non-Disc.$0
Employees4
Clients3
DateAug 2025
Total AUM$320.6M
Discretionary$320.6M
Non-Disc.$0
Employees4
Clients3
DateMar 2025
Total AUM$320.6M
Discretionary$320.6M
Non-Disc.$0
Employees4
Clients3
DateFeb 2024
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees3
Clients3
DateJan 2024
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees3
Clients3
DateSep 2023
Total AUM$285.5M
Discretionary$284.2M
Non-Disc.$1.2M
Employees3
Clients3
DateMar 2023
Total AUM$285.5M
Discretionary$284.2M
Non-Disc.$1.2M
Employees4
Clients3
DateJan 2023
Total AUM$229.7M
Discretionary$228.6M
Non-Disc.$1.1M
Employees4
Clients3
DateNov 2022
Total AUM$224M
Discretionary$222.8M
Non-Disc.$1.1M
Employees4
Clients3
DateMar 2022
Total AUM$149M
Discretionary$146.7M
Non-Disc.$2.3M
Employees3
Clients3
DateMar 2021
Total AUM$115.7M
Discretionary$113.8M
Non-Disc.$1.9M
Employees3
Clients1
DateSep 2020
Total AUM$108.7M
Discretionary$106.9M
Non-Disc.$1.8M
Employees3
Clients1
DateSep 2020
Total AUM$108.7M
Discretionary$106.9M
Non-Disc.$1.8M
Employees3
Clients1
DateAug 2020
Total AUM$108.7M
Discretionary$106.9M
Non-Disc.$1.8M
Employees3
Clients1