Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
AFO Wealth Management Forward Logo
AFO Wealth Management Forward CB Rank
1741151
Heat Score
48
AFO Wealth Management Forward specializes in accounting, financial planning, and wealth management services.
Founded
obfuscation
Private Marina Del Rey, California, United States11-50 wealthmanagementforward.com
Accounting
Financial Services
Wealth Management
Overview

AFO Wealth Management Forward
Heat Score
48

Growth Score
pts
in past quarter
Heat Score 48
-16 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About AFO Wealth Management Forward

CB Rank
1741151
AFO Wealth Management Forward specializes in accounting, financial planning, and wealth management services.
Founded
obfuscation
Private Marina Del Rey, California, United States11-50 wealthmanagementforward.com
Accounting
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Rob Santos, Rory Henry
Phone Number 1 3103414774
Contact Email info@wealthmanagementforward.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Accounting Services
Provides financial record keeping, bookkeeping, and preparation of financial statements for individuals and businesses.
Financial Planning
Offers personalized strategies to manage finances, including budgeting, retirement planning, and investment advice.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 1

Employee Profiles

News
Technology
View Tech Report

IT Spend

$267.9KThis year, AFO Wealth Management Forward is projected to spend $267.9K on IT, according to Aberdeen.

Active Website Tech Count

15AFO Wealth Management Forward is actively using 15 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is AFO Wealth Management Forward's headquarters? AFO Wealth Management Forward is located in Marina Del Rey, California, United States.Who are AFO Wealth Management Forward's competitors? Alternatives and possible competitors to AFO Wealth Management Forward may include Heyman Wealth Management, Strong Tower Wealth Management, and  CAM Private Wealth Services.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(411cf44 1)
|