Financial ServicesWealth ManagementActiveVerified

Forward Wealth Group

FORWARD WEALTH GROUP INC, Registered Agent

Forward Wealth Group is a financial planning firm offering retirement, tax, investing, and estate planning services. The LLC filing in NY may represent a corporate registration, but the operational presence is in IL.

Filed May 5, 2023 · Port Washington, NY · Nassau County

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Source

New York Department of State, Division of Corporations · Entity 6825468 · Retrieved May 5, 2026

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About Forward Wealth Group

Forward Wealth Group Inc. was incorporated in New York on May 5, 2023, listing itself as its own registered agent from Port Washington. Its domain was registered over a year before filing, on January 27, 2022, through Squarespace Domains II, and the site was built with Squarespace. The company operates in wealth management with a brick-and-mortar presence. We estimate its revenue range is $1M-$10M and its employee range is 6-25. No annual report or EIN on file yet.

  • Domain registered 463 days before the filing date.
  • The company filed as its own registered agent.
  • Website built with Squarespace and assessed as modern.
  • First seen by DayOneLead over three years after filing.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.

One of 8 new businesses registered in Port Washington in May 2023, and the only financial services business registered there that month.

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Filing Details

Entity NameFORWARD WEALTH GROUP INC.
Entity TypeCorp
Entity Number6825468
Filing DateMay 5, 2023
Principal AddressLocked
City / State / ZipPort Washington, NY 11050
CountyNassau
TimezoneEastern (ET)
EIN on FileNo
Registered AgentFORWARD WEALTH GROUP INC
Agent AddressLocked
WebsiteYes · domain registered 463 days before filing · built on Squarespace · registrar Squarespace Domains II
Website BuildModern · FMG Suite
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees6-25 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadMay 5, 2026 (1096 days after filing)

Verified Business Profile

SubcategoryWealth Management

Contact Information

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PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Forward Wealth Group registered?

Forward Wealth Group was registered as Corp on May 5, 2023 in New York.

Where is Forward Wealth Group located?

Forward Wealth Group is based in Port Washington, NY, 11050, in Nassau County.

What type of business is Forward Wealth Group?

Forward Wealth Group is classified as a financial services business (wealth management).

Does Forward Wealth Group have an EIN on file?

No EIN was found on file for Forward Wealth Group at the time of registration.

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