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.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$231MItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$231M

Private client RAUM

$220MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$76.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

468

Individual clients

51

High net worth clients

55

Custody, client assets

$2.5M

SEC number

801-120899

CRD

139795

Filings on the tape

11

First filed

Mar 23, 2021

Latest filed

Sep 9, 2026

Organised

Limited Liability Company, IL

• Occurred

  Mar 23, 2021
  First Form ADV filing

  Forest Asset Management Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:491018ff-becb-251c-a6f7-5651ffa9455d

First observed

Mar 23, 2021

Last observed

Sep 9, 2026 12 days 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.