Investment adviser representative · Forza Wealth Management
Diane M. Huntley
CRD 8026482 · Sarasota, FL
At a glance
Diane M. Huntley is an investment adviser representative with Forza Wealth Management in Sarasota, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Diane’s SEC record dates to 2025, about 1 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Forza Wealth ManagementSince January 2025Sarasota, FL · $422M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Diane’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Forza Wealth Management
- Michael E. DemassaSarasota · Certified Financial Planner, Chartered Financial Analyst
- Kimberly EvenerSarasota
- Timothy J. VidenkaSarasota · Certified Financial Planner, Chartered Financial Analyst
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