Forum Wealth Management Employee Directory

Q: How many employees does Forum Wealth Management have currently?

Forum Wealth Management has approximately 14 employees.

Investment ManagementArizona, United States11-50 Employees

Forum Wealth Management is a complete wealth management firm serving individuals, families, and businesses.  The unique goals and desires of our clients serve as the foundation of everything we do.  As we strive to build genuine and long lasting relationships with our clients, we maintain a focus on providing an extraordinary level of service to everyone we serve.

We understand that everyone has a unique set of needs and goals, and we are committed to helping you both discover and pursue those outcomes. Our goal at Forum Wealth Management, is to be your most trusted financial advisor by always placing your needs above our own, and by providing you the personalized service you deserve.

Securities offered through LPL Financial, Member SIPC. www.sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 
• For a list of states in which we are registered to do business, please visit www.forumwealthmgt.com

Find Forum Wealth Management employees' phone numbers or email addresses

Forum Wealth Management Global Highlights

North America
5

United States Of America
5

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Forum Wealth Management's Leadership

A. J. N.
Owner And President | Wealth Management Advisor
Mobile Phone
Email
K. B.
Administrator
Mobile Phone
Email
S. W.
Marketing Coordinator
Mobile Phone
Email
F. F.
Office Administrator ((investment Application & Funds Rebalancing)
Mobile Phone
Email

Contact profiles from Forum Wealth Management

Name

Title

Contact Info

Location

Last Update

A. J. N.
Owner And President | Wealth Management Advisor
Mobile Phone
Email
United StatesArizona
Oct 17, 2024
K. B.
Administrator
Mobile Phone
Email
United KingdomEngland
Sep 12, 2025
S. W.
Marketing Coordinator
Mobile Phone
Email
Nov 13, 2025
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. The company's main headquarters is located in 2550 West Union Hills, Suite 350; 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 December 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of December 2025, Forum Wealth Management's key employees include:

Owner And President | Wealth Management Advisor: A. J. N.
Administrator: K. B.
Marketing Coordinator: S. W.
Office Administrator ((investment Application & Funds Rebalancing): F. F.

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