Investment adviser · CRD 306017

FOURTHOUGHT PRIVATE WEALTH

Investment adviser filing (IA)

FOURTHOUGHT FINANCIAL, LLC

VENICE, FL, United States · Form ADV filed Mar 31, 2022

Regulatory AUM
$1.19B
Form ADV · Item 5.F
Client accounts
29,893
Accounts, not individual clients
Employees
17
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals345$884,456,22274.2%
Corporations & businesses20$159,480,78713.4%
Individuals443$142,788,35612.0%
Charities5$3,538,2820.3%
Retirement plansFewer than 5$943,9110.1%
Filing source

Form ADV 1621313 · Mar 31, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

310 W. VENICE AVENUE, SUITE 201
VENICE, FL, 34285, United States

CRD 306017

Filing source

Form ADV 1621313 · Mar 31, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.