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CRD#: 330314
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for WEALTHFORGE DISTRIBUTORS, LLC Comes From
Understanding the Statistics for WEALTHFORGE DISTRIBUTORS, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
3015 W. Moore St. Suite 102, Richmond, VA 23230
Mailing Address
3015 W. Moore St. Suite 102, Richmond, VA 23230
Firm Size
Small
Phone Number
(804) 956-3365
Established
Virginia since 10/03/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at WEALTHFORGE DISTRIBUTORS, LLC
LS
Lora A Sekosky Smith
RR
CRD#: 1564364
Location:
Richmond, VA 23230
Company:
WEALTHFORGE DISTRIBUTORS, LLC
Disclosures:
Experience:
31 years
GR
George William Robbins IV
RR
CRD#: 2440106
Location:
Richmond, VA 23230
Company:
WEALTHFORGE SECURITIES, LLC
Disclosures:
Experience:
31 years
DA
Donna Dipietro Arles
RR
CRD#: 6489389
Location:
Richmond, VA 23230
Company:
WEALTHFORGE SECURITIES, LLC
Disclosures:
Experience:
10 years
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