What departments does Forum Wealth Management have?

Forum Wealth Management has employees across 1 departments including Marketing.

What is the largest department at Forum Wealth Management?

The largest department at Forum Wealth Management is Marketing with 1 employees.

Where are Forum Wealth Management employees located globally?

Forum Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Forum Wealth Management's team size changed over time?

Forum Wealth Management's team has decreased from approximately 9 to 4 employees based on available data.

Forum Wealth Management Employee Directory

Investment ManagementArizona, United States11-50 Employees

Forum Wealth Management is a wealth management firm that serves individuals, families, and businesses, aiming to tailor its services to the unique goals and needs of each client. The firm emphasizes building long-lasting relationships and delivering a high level of personalized service, with a focus on helping clients discover and pursue their desired financial outcomes while prioritizing client interests. Securities are offered through LPL Financial, and the organization operates within the investment management industry, positioning itself as a trusted financial advisor through customized, client-centered guidance. The firm is based in Phoenix, Arizona, and operates from a location in the West Union Hills area, indicating a regional footprint within the United States. Forum Wealth Management serves a diverse client base and maintains professional relationships through a firm-wide commitment to client service and personalized planning. Acknowledging industry standards, the firm notes that third-party posts do not reflect the views of LPL Financial and provides information about its registered states on its website.

Forum Wealth Management Global Highlights

North America
4

United States Of America
4

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Forum Wealth Management's Leadership

K. B.
Administrator
Mobile Phone
Email
S. W.
Marketing Coordinator
Mobile Phone
Email
F. F.
Office Administrator ((investment Application & Funds Rebalancing)
Mobile Phone
Email

Forum Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Education
Accounting
Other
Administrative

Contact profiles from Forum Wealth Management

Name

Title

Contact Info

Location

Last Update

K. B.
Administrator
Mobile Phone
Email
United KingdomEngland
Jul 08, 2026
S. W.
Marketing Coordinator
Mobile Phone
Email
Aug 06, 2026
F. F.
Office Administrator ((investment Application & Funds Rebalancing)
Mobile Phone
Email
United KingdomEngland
Nov 19, 2025

Frequently Asked Questions

What is Forum Wealth Management known for?

Forum Wealth Management operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-623-236-****

. Explore Forum Wealth Management's company overview page for more information.

What is Forum Wealth Management's most common email format?

Forum Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Forum Wealth Management email formats with LeadIQ.

How many employees does Forum Wealth Management have currently?

Forum Wealth Management has approximately 14 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Forum Wealth Management's key employees and leadership?

As of July 2026, Forum Wealth Management's key employees include:

Administrator: K. B.
Marketing Coordinator: S. W.
Office Administrator ((investment Application & Funds Rebalancing): F. F.

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Forum Wealth Management Employee Directory

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