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Managing Partner and Chief Technology Officer · Forthright Wealth Management, LLC

John J. Ellis

CRD 5422812 · Named on Form ADV at one SEC-registered adviser

At a glance

Forthright Wealth Management, LLC, an SEC-registered wealth manager based in Alpharetta, GA with $773 million in regulatory assets, lists John J. Ellis on its Form ADV as Managing Partner and Chief Technology Officer, a control person.

Firms and roles

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Anthony J. AustrengManaging Partner, Chief Compliance Officer, Chief Financial Officer, Forthright Wealth Management, LLC
  • Brian P. JohnstonManaging Partner, Chief Investment Officer, Forthright Wealth Management, LLC
  • Jeff R. WillsManaging Partner, Chief Operating Officer, Forthright Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.