FORTE ADVISORY SERVICES,LLC
Legal name: PIANO WEALTH MANAGEMENT
CRD #317854 SEC #801-129483 VICTOR, NY (585) 204-0001
SEC Registered
Total AUM
$44.3M
Discretionary
$44.3M
Employees
1
Clients
0
Accounts
114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $44.3M | $44.3M | $0 | 1 | 0 |
| Mar 2025 | $44.3M | $44.3M | $0 | 1 | 0 |
| Aug 2024 | $37.2M | $37.2M | $0 | 1 | 0 |
| Feb 2024 | $37.2M | $37.2M | $0 | 1 | 0 |
| Jan 2024 | $37.2M | $37.2M | $0 | 1 | 0 |
DateOct 2025
Total AUM$44.3M
Discretionary$44.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$44.3M
Discretionary$44.3M
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees1
Clients0