Old Forge Wealth Management, LLC

Overview

Old Forge Wealth Management, LLC is a state registered investment adviser based in Warwick, RI, registered since 2022. It reports $99M in assets under management across 467 accounts, with 3 employees. It has 1 investment adviser representatives.

Reported AUM

$99M

Discretionary

100%

Accounts

467

Average account

$212K

Employees

3

Advisory reps

1

Registered since

2022

Jurisdictions

5

As reported in the firm's March 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

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Shaun Thomas Scott Principal CRD 1907367
• Jennifer Carreiro Chief Compliance Officer CRD 7347827

Advisory reps 1 of 1

• Shaun T Scott Insurance Agent · Investment Adviser Rep CRD 1907367

Location

Headquarters

3351 Post Rd Fl First
Warwick, RI 02886

County

Kent

Metro area

Providence-Warwick, RI-MA

Region

Northeast

Registrations

• State registered
• Registered in 5 jurisdictions
• Website: oldforgewealth.com

Every state, with registration dates

Similar firms near Warwick

• Mystic Asset ManagementWarwick, RI$615M AUM
• The Retirement Planning Company of New England, Inc.Warwick, RI$394M AUM
• Arlen Capital, LLCWarwick, RI$349M AUM
• Financial Independence, LLCWarwick, RI$288M AUM
• Diversified Resources, LLCWarwick, RI$269M AUM