Forum Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Forum Private Wealth, LLC is a state-registered independent advisory that works with ultra‑high‑net‑worth individuals and families, as well as trusts, estates, businesses, and private foundations. The firm offers comprehensive financial planning, consulting and family office services, covering estate and tax planning, philanthropic planning, risk management, investment analysis, and bespoke client needs.
Rather than providing direct portfolio management, the firm delivers investment analysis and recommends unaffiliated third‑party investment managers or platforms when appropriate, performing initial and ongoing oversight and due diligence on those managers. It coordinates implementation with other professional advisors and can arrange third‑party bill‑pay and business‑management services as part of its family office engagements.
Compared with many peers, the firm focuses narrowly on high‑net‑worth family office and consultative work and structures compensation through planning and project fees rather than percentage‑of‑assets fees; it also does not accept sales commissions or participate in wrap fee programs. Founded recently, the adviser emphasizes individualized coordination among a client’s advisors and offers niche, bespoke services (for example, aviation-related planning) that extend beyond standard financial planning.
Client services
Expertise
Occupation focus
Fee options
Fixed project fees negotiable, invoiced with 10% due upon agreement, remainder monthly in arrears
$500 per hour for consulting or separate projects
Account minimum: $50,000 Minimum fee: Minimum fixed fee generally begins at $50,000 annually Fee-only: Fixed fees for ongoing family office services; hourly fees at $500 per hour for consulting
Main office
Carlsbad CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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