Forward Wealth Management Information

View Top Employees from Forward Wealth Management

Forward’s vision is to help client’s plan and manage wealth in order to reach their most important financial goals. Forward’s purpose is to stand with clients at the crossroads where wealth intersects with finance and investing. www.forwardwm.com

Website	http://www.forwardwm.com
Revenue	$5 million
Employees	1 (1 on RocketReach)
Founded	2014
Address	13850 Ballantyne Corporate Pl, Ste 500, Charlotte, North Carolina 28277, US
Phone	+1 704-595-3386
Technologies	JavaScript , HTML , Twitter +13 more (view full list)
Industry	Financial Services, Investment Banking, Finance
Keywords	Wealth Management, Financial Planning, Investment Management, Portfolio Management, Retirement Planning, Estate Planning, Financial Advisor, Wealth Advisor, Investment Advisor, Financial Consultant, Tax Planning, Long-Term Investing, Asset Allocation, Risk Management, Financial Goals, Wealth Building, Retirement Strategies, Investment Strategies, Estate Preservation, Financial Security
Competitors	J.P. Morgan, Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, Raymond James, TIAA, Baird +37 more (view full list)
SIC	SIC Code 874 Companies, SIC Code 87 Companies
NAICS	NAICS Code 56111 Companies, NAICS Code 5611 Companies, NAICS Code 561 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies

Forward Wealth Management Questions

What is the annual revenue of Forward Wealth Management?

The Forward Wealth Management annual revenue was $5 million in 2026.

Who is the Managing Member of Forward Wealth Management?

Stephen Miller is the Managing Member of Forward Wealth Management.

How many people are employed at Forward Wealth Management?

1 people are employed at Forward Wealth Management.

Where is Forward Wealth Management based?

Forward Wealth Management is based in Charlotte, North Carolina.

What is the NAICS code for Forward Wealth Management?

The NAICS codes for Forward Wealth Management are [56111, 5611, 561, 561110, 56].

What is the SIC code for Forward Wealth Management?

The SIC codes for Forward Wealth Management are [874, 87].

Top Forward Wealth Management Employees

Stephen Miller

Managing Member at Forward Wealth Management

Charlotte, NC, US
2
- forwardwm.com
- gmail.com
5
- +1 704-343-XXXX
- +1 704-249-XXXX
- +1 516-538-XXXX
- +1 704-502-XXXX
- +1 704-660-XXXX