Forsythe Wealth Management, INC.

Public-record details

Address

1401 E Greenwood Ave, Ste 200, Crown Point, IN 46307

Phone

(219) 213-2537

Listed under

Financial planning, Hourly fees, % of assets managed

CRD number

293152

Registration

State registered: FL, IL, IN

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$79.4 million

Accounts managed

355

Clients reported (Form ADV 5.D)

124

Individual / high-net-worth clients

94 / 24

Employees

2

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-02-17

State registered (FL, IL, IN) investment adviser, CRD 293152, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 293152 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.