FORTHRIGHT FAMILY WEALTH ADVISORY LLC
CRD #304547 SEC #801-117159 HOUSTON, TX 713-510-3510
SEC Registered
Total AUM
$202.6M
Discretionary
$202.6M
Employees
2
Clients
51
Accounts
228
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $202.6M | $202.6M | $36.2K | 2 | 0 |
| Mar 2024 | $160.8M | $160.8M | $0 | 2 | 0 |
| Mar 2023 | $151.9M | $151.9M | $0 | 3 | 0 |
| Aug 2022 | $223.4M | $223.4M | $0 | 4 | 0 |
| Aug 2022 | $223.4M | $223.4M | $0 | 4 | 0 |
| Jun 2022 | $223.4M | $223.4M | $0 | 4 | 0 |
| Jun 2022 | $223.4M | $223.4M | $0 | 4 | 0 |
| Mar 2022 | $223.4M | $223.4M | $0 | 4 | 0 |
| Mar 2021 | $181.2M | $181.2M | $0 | 2 | 0 |
| Mar 2021 | $181.2M | $181.2M | $0 | 2 | 0 |
| Jun 2020 | $149.3M | $149.3M | $0 | 2 | 0 |
| Jun 2020 | $149.3M | $149.3M | $0 | 2 | 0 |
| Mar 2020 | $149.3M | $149.3M | $0 | 2 | 0 |
| Dec 2019 | $140.8M | $140.8M | $0 | 2 | 0 |
| Dec 2019 | $140.8M | $140.8M | $0 | 2 | 0 |
| Aug 2019 | $0 | $0 | $0 | 2 | 0 |
| Jul 2019 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$36.2K
Employees2
Clients0
DateMar 2024
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$181.2M
Discretionary$181.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$181.2M
Discretionary$181.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees2
Clients0
DateDec 2019
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees2
Clients0
DateDec 2019
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0