← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（10/03/2024）
FORTHRIGHT WEALTH MANAGEMENT, LLC · 所有者与执行高管（CRD 220515）
机构事实页：FORTHRIGHT WEALTH MANAGEMENT, LLC 事实页 → | 官方原文：IAPD firm-summary/220515
Schedule A · 直接所有者（8 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| AUSTRENG, ANTHONY, JAMES | 个人 | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | 是 | NA |
| JOHNSTON, BRIAN, PATRICK | 个人 | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | 是 | NA |
| WILLS, JEFF, RICHARD | 个人 | MANAGING PARTNER, CHIEF OPERATING OFFICER | 是 | NA |
| TJ AUSTRENG, LLC | 境内实体 | MEMBER | 是 | C |
| BP JOHNSTON, LLC | 境内实体 | MEMBER | 是 | C |
| JR WILLS, LLC | 境内实体 | MEMBER | 是 | C |
| ELLIS, JOHN, JOSEPH | 个人 | MANAGING PARTNER AND CHIEF TECHNOLOGY OFFICER | 是 | NA |
| JJ ELLIS, LLC | 境内实体 | MEMBER | 是 | C |
Schedule B · 执行高管（4 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| AUSTRENG, ANTHONY, JAMES | SOLE MEMBER | 是 |
| JOHNSTON, BRIAN, PATRICK | SOLE MEMBER | 是 |
| WILLS, JEFF, RICHARD | SOLE MEMBER | 是 |
| ELLIS, JOHN, JOSEPH | SOLE MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
