Wealth Forward, LLC

Overview

Wealth Forward, LLC is an SEC registered investment adviser based in Fargo, ND, registered since 2013. It reports $228M in assets under management across 1,052 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$228M

Discretionary

93%

Accounts

1,052

Average account

$217K

Employees

2

Advisory reps

2

Registered since

2013

Jurisdictions

4

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Stephanie L Ternes Chief Compliance Officer CRD 5198724
• Ryan Steven Berg Member CRD 4718436

Advisory reps 2 of 2

• Ryan Steven Berg Insurance Agent · Investment Adviser Rep CRD 4718436
• Stephanie L Ternes Investment Adviser Rep CRD 5198724

Location

Headquarters

2632 47th St S Ste 107
Fargo, ND 58104

County

Cass

Metro area

Fargo, ND-MN

Region

Midwest

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: mywealthforward.com

Every state, with registration dates

Similar firms near Fargo

• Prairiewood Wealth ManagementFargo, ND$365M AUM
• Financial Strategies GroupFargo, ND$189M AUM
• Fjell CapitalFargo, ND$187M AUM
• Light Financial Services, Inc.Fargo, ND$176M AUM
• Complete Investment Advisory, LLCFargo, ND$109M AUM