Wealth Forward, LLC is a financial advisory firm based in Fargo, North Dakota. It currently has approximately $131,003,684 of assets under management and employs about 3 people. Wealth Forward, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Light Financial Services Inc. is an SEC registered investment adviser established in 2003, located in North Dakota, with Paul Arthur Light as the President and Chief Compliance Officer. The firm offers individual portfolio management and model portfolio management services on a discretionary basis, tailored to clients' risk profiles and investment goals. They also provide financial planning services covering various areas such as tax, investments, insurance, retirement, and estate planning. The firm manages over $144 million of clients' assets on a discretionary basis. Fees for portfolio management services range from 0.25% to 1.50% of assets under management, billed quarterly or monthly. Financial planning fees range from $750 to $7,500. Light Financial Services Inc. does not charge performance-based fees and does not engage in principal transactions. The firm does not vote proxies on behalf of clients and does not accept compensation for client referrals. Clients have the option to direct brokerage, and the firm primarily uses Charles Schwab & Co., Inc. as the custodian. The firm's Code of Ethics ensures high ethical standards and compliance with federal securities laws. Light Financial Services Inc. has no financial conditions that would impair its ability to meet contractual obligations.

Omnia Finance, LLC is a Registered Investment Advisor established in 2010 by Sean L. Burian, offering investment advisory services primarily to institutional investors. The firm specializes in discretionary investment management and consulting services, constructing portfolios with U.S. Government securities, municipal securities, and cash equivalents tailored to each client's investment policy. Clients have the opportunity to place restrictions on investments, subject to the advisor's acceptance. Omnia evaluates and selects investments after due diligence and may recommend cash positions as a hedge. The firm does not participate in wrap fee programs and manages $73,763,618 in discretionary assets as of December 31, 2024. For fees, Omnia charges a monthly retainer ranging from $1,000 to $15,000 based on services provided. Consulting services are offered on an hourly basis or fixed fee. Clients may incur third-party fees, separate from Omnia's advisory fees. The firm does not charge performance-based fees and acts as a fiduciary. Omnia exercises investment discretion with client-set objectives and provides detailed risk information. There are no disciplinary events involving the firm or its founder, Sean L. Burian. The firm does not engage in soft dollar programs and does not receive compensation for recommending broker-dealers. Omnia does not accept custody of client assets and provides investment discretion with proper disclosure. The firm maintains a strict privacy policy, safeguarding client information and only sharing it for necessary business purposes. Clients are informed annually of the privacy policy and any material changes.