WEALTH FORWARD ADVISORS LLC
Legal name: WEALTH FORWARD ADVISORS
CRD #337462 SEC #801-134727 NEW YORK, NY 917-734-0826
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Becker, David, Michael | I | CFO / COO | NA | Control |
| Becker, David, Michael | I | CFO / COO | NA | Control |
| RANA, NAUMAN, KARIM | I | CEO, SR. WEALTH ADVISOR, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| RANA, NAUMAN, KARIM | I | CEO, SR. WEALTH ADVISOR, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | Control |
| SHED HOLDINGS LLC | DE | HOLDING COMPANY | C | Control |
| SHED HOLDINGS LLC | DE | HOLDING COMPANY | C | Control |
Registrations
Federal
IA
Oct 10, 2025 REGISTERED
Notice Filings (2)
CT NY
Address
401 PARK AVENUE S10TH FLOOR SUITE 1040
NEW YORK, NY 10016
United States
Phone: 917-734-0826