FOREFRONT WEALTH MANAGEMENT INC.
Legal name: FOREFRONT WEALTH MANAGEMENT
CRD #299003 SEC #801-114299 MALVERN, PA 610-600-1099
SEC Registered
Total AUM
$246.4M
Discretionary
$225.6M
Employees
4
Clients
0
Accounts
414
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $246.4M | $225.6M | $20.8M | 4 | 0 |
| Feb 2025 | $246.4M | $225.6M | $20.8M | 4 | 0 |
| Feb 2024 | $223.4M | $198.3M | $25M | 4 | 0 |
| Mar 2023 | $198.9M | $178.9M | $19.9M | 4 | 0 |
| Feb 2022 | $215.2M | $191.3M | $23.9M | 4 | 0 |
| Nov 2021 | $156.8M | $138M | $18.7M | 6 | 0 |
| Aug 2021 | $156.8M | $138M | $18.7M | 6 | 0 |
| Apr 2021 | $156.8M | $138M | $18.7M | 6 | 0 |
| Feb 2021 | $156.8M | $138M | $18.7M | 7 | 0 |
| Jun 2020 | $132.3M | $117.6M | $14.7M | 5 | 0 |
| Mar 2020 | $132.3M | $117.6M | $14.7M | 5 | 0 |
| Oct 2019 | $118.7M | $105.8M | $13M | 4 | 0 |
| Aug 2019 | $118.7M | $105.8M | $13M | 4 | 0 |
| Mar 2019 | $118.7M | $105.8M | $13M | 4 | 0 |
| Oct 2018 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2025
Total AUM$246.4M
Discretionary$225.6M
Non-Disc.$20.8M
Employees4
Clients0
DateFeb 2025
Total AUM$246.4M
Discretionary$225.6M
Non-Disc.$20.8M
Employees4
Clients0
DateFeb 2024
Total AUM$223.4M
Discretionary$198.3M
Non-Disc.$25M
Employees4
Clients0
DateMar 2023
Total AUM$198.9M
Discretionary$178.9M
Non-Disc.$19.9M
Employees4
Clients0
DateFeb 2022
Total AUM$215.2M
Discretionary$191.3M
Non-Disc.$23.9M
Employees4
Clients0
DateNov 2021
Total AUM$156.8M
Discretionary$138M
Non-Disc.$18.7M
Employees6
Clients0
DateAug 2021
Total AUM$156.8M
Discretionary$138M
Non-Disc.$18.7M
Employees6
Clients0
DateApr 2021
Total AUM$156.8M
Discretionary$138M
Non-Disc.$18.7M
Employees6
Clients0
DateFeb 2021
Total AUM$156.8M
Discretionary$138M
Non-Disc.$18.7M
Employees7
Clients0
DateJun 2020
Total AUM$132.3M
Discretionary$117.6M
Non-Disc.$14.7M
Employees5
Clients0
DateMar 2020
Total AUM$132.3M
Discretionary$117.6M
Non-Disc.$14.7M
Employees5
Clients0
DateOct 2019
Total AUM$118.7M
Discretionary$105.8M
Non-Disc.$13M
Employees4
Clients0
DateAug 2019
Total AUM$118.7M
Discretionary$105.8M
Non-Disc.$13M
Employees4
Clients0
DateMar 2019
Total AUM$118.7M
Discretionary$105.8M
Non-Disc.$13M
Employees4
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0