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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTH FORWARD, LLC

CRD 159467

FARGO, ND

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ee03ea4-bbc0-e6cc-652a-19f5936344d0

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 1, 2013 to Jul 1, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $228MItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $213M
Private client RAUM: $218MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $114Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,052
Individual clients: 304
High net worth clients: 51
Custody, client assets: $7.6M
SEC number: 801-77905
CIK: 2012773
CRD: 159467
Filings on the tape: 32
First filed: Apr 1, 2013
Latest filed: Jul 1, 2026
Organised: Limited Liability Company, ND
Website: mywealthforward.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RYAN STEVEN BERG	Certified Financial Planner\|Personal Financial Specialist	FARGO, ND	14	24	n/a	no
STEPHANIE L TERNES	n/a	FARGO, ND	12	20	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERG, RYAN, STEVEN	Member	E	yes	12/2016	Apr 1, 2013	Feb 22, 2024
TERNES, STEPHANIE, L	CHIEF COMPLIANCE OFFICER	Na	yes	07/2017	Jul 8, 2017	Feb 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$228M	$213M	2	2	0	n/a	n/a
2024	Feb 3, 2025	$197M	$183M	2	2	0	n/a	n/a
2023	Feb 22, 2024	$170M	$158M	3	2	0	n/a	n/a
2022	Feb 23, 2023	$140M	$131M	3	2	0	n/a	n/a
2021	Feb 28, 2022	$170M	$151M	3	2	0	n/a	n/a
2020	Jan 19, 2021	$143M	$128M	3	2	0	n/a	n/a
2019	Jan 24, 2020	$127M	$116M	3	2	0	n/a	n/a
2018	Jan 24, 2019	$111M	$103M	3	2	0	n/a	n/a
2017	Jan 22, 2018	$113M	$105M	3	3	0	n/a	n/a
2016	Jan 12, 2017	$131M	$123M	4	3	n/a	n/a	n/a
2015	Mar 18, 2016	$125M	$116M	7	4	n/a	n/a	n/a
2014	Mar 25, 2015	$152M	$143M	7	4	n/a	n/a	n/a
2013	Mar 27, 2014	$145M	$138M	7	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$228M	$197M	15.7%	$140M	17.6%	2	2	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TRAILHEAD PLANNERS, LLC	2	Jul 8, 2017	Feb 3, 2017	FARGO, ND	Team lift out	Other	50.0%

Relationships

Registered with (4)

← STEPHANIE L TERNESAdvisorregistration: current employment
May 12, 2014 to presentfactForm ADV
← RYAN STEVEN BERGAdvisorregistration: current employment
Dec 19, 2011 to presentfactForm ADV
← MORGAN KENT RANSTROMAdvisorregistration: previous registration
May 27, 2014 to Jul 8, 2017factForm ADV
← COURTNEY ELIZABETH RANSTROMAdvisorregistration: previous registration
Dec 21, 2011 to Jul 8, 2017factForm ADV

Controls (2)

← BERG, RYAN, STEVENOwnerMEMBER, ownership code E, individual
Apr 1, 2013 to Feb 22, 2024factForm ADV
← TERNES, STEPHANIE, LOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 8, 2017 to Feb 22, 2024factForm ADV

Moved with (1)

→ TRAILHEAD PLANNERS, LLCRegistered adviser2 advisors, team lift out, same day
Jul 8, 2017 to Feb 3, 2017factForm ADV

Dated events

Occurred
Apr 1, 2013
First Form ADV filing
Ranstrom Financial Planning Services, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ee03ea4-bbc0-e6cc-652a-19f5936344d0
First observed: Apr 1, 2013
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTH FORWARD, LLC

CRD 159467

FARGO, ND

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ee03ea4-bbc0-e6cc-652a-19f5936344d0

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN STEVEN BERG

Certified Financial Planner|Personal Financial Specialist

FARGO, ND

n/a

STEPHANIE L TERNES

n/a

FARGO, ND

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERG, RYAN, STEVEN

Member

yes

12/2016

Apr 1, 2013

Feb 22, 2024

TERNES, STEPHANIE, L

CHIEF COMPLIANCE OFFICER

yes

07/2017

Jul 8, 2017

Feb 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$228M

$213M

n/a

2024

Feb 3, 2025

$197M

$183M

n/a

2023

Feb 22, 2024

$170M

$158M

n/a

2022

Feb 23, 2023

$140M

$131M

n/a

2021

Feb 28, 2022

$170M

$151M

n/a

2020

Jan 19, 2021

$143M

$128M

n/a

2019

Jan 24, 2020

$127M

$116M

n/a

2018

Jan 24, 2019

$111M

$103M

n/a

2017

Jan 22, 2018

$113M

$105M

n/a

2016

Jan 12, 2017

$131M

$123M

n/a

2015

Mar 18, 2016

$125M

$116M

n/a

2014

Mar 25, 2015

$152M

$143M

n/a

2013

Mar 27, 2014

$145M

$138M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$228M

$197M

15.7%

$140M

17.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TRAILHEAD PLANNERS, LLC

Jul 8, 2017

Feb 3, 2017

FARGO, ND

Team lift out

Other

50.0%