Forefront Wealth Partners, Llc
- Regulatory AUM
- $240M
- Discretionary
- $240M
- Clients
- 572
- Avg AUM / client
- $419K
- Accounts
- 1,382
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 468 | $98.7M | 41.2% |
| High net worth individuals | 104 | $141M | 58.8% |
| Corporations and other businesses | Fewer than 5 clients | $155K | 0.06% |
People (28)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric J. Negron | Owner And Cco | May 2021 (5y) | 75% or more | |
| Chad Jarrett Rixse | Registered representative | Sep 2021 (5y) | ||
| Amy Lynn Colton | Registered representative | Sep 2021 (5y) | ||
| Christopher Charles Marrone | Registered representative | CFP | Nov 2022 (4y) | |
| Michelle Danielle Fuccella | Registered representative | Nov 2022 (4y) | ||
| Gerald E Shaw | Registered representative | CFP | Jul 2023 (3y) | |
| Kathleen Patricia Oberneder | Registered representative | CFP | Jan 2024 (3y) | |
| Nicholas James Wolf | Registered representative | CFP | Apr 2024 (2y) | |
| Christopher Todd Owens | Registered representative | May 2024 (2y) | ||
| David Allen Carter | Registered representative | Chartered Financial Consultant | May 2024 (2y) | |
| Aspen Lynn West | Registered representative | CFP | Aug 2024 (2y) | |
| David Michael Leone | Registered representative | CFP | Aug 2024 (2y) | |
| Melissa Murphy Pavone | Registered representative | CFP | Sep 2024 (2y) | |
| Jacob A Logan | Registered representative | Nov 2024 (2y) | ||
| Kevin M Churchill | Registered representative | CFP CFA | Nov 2024 (2y) | |
| Charlotte Janelle Pace | Registered representative | Dec 2024 (2y) | ||
| Brent Andrew Peddy | Registered representative | Mar 2025 (1y) | ||
| Bruce D Kern | Registered representative | Mar 2025 (1y) | ||
| Melody Brady | Registered representative | CFP | Mar 2025 (1y) | |
| Jay Everett Kadlec | Registered representative | CFP | Jun 2025 (1y) | |
| Joseph Daniel Stabile | Registered representative | CFP Chartered Financial Consultant | Oct 2025 (1y) | |
| James Andrew Alders | Registered representative | CFP | Oct 2025 (1y) | |
| Abby Nicole Morton | Registered representative | CFP | Dec 2025 (1y) | |
| Derek Houston St. Clair | Registered representative | Jan 2026 (1y) | ||
| Jordan Steven Gentry | Registered representative | Jan 2026 (1y) | ||
| David Mason Daley | Registered representative | Feb 2026 (0y) | ||
| Saurin Sukumar Makim | Registered representative | Feb 2026 (0y) | ||
| Aaron Oakley Best | Registered representative | CFP | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: RESPONDENT NEGRON FAILED TO COMPLY WITH AN ARBITRATION AWARD OR SETTLEMENT AGREEMENT OR TO SATISFACTORILY RESPOND TO A FINRA REQUEST TO PROVIDE INFORMATION CONCERNING THE STATUS OF COMPLIANCE. Status: Final Sanction Detail: SANCTIONS SUSPENSION REGISTRATION CAPACITIES AFFECTED ALL CAPACITIES DURATION N/A START DATE 8/8/2018 END DATE 9/4/2018 Summary: PURSUANT TO ARTICLE VI, SECTION 3 OF FINRA BY-LAWS, AND FINRA RULE 9554, RESPONDENT NEGRON IS SUSPENDED ON AUGUST 8, 2018 FOR FAILURE TO COMPLY WITH AN ARBITRATION AWARD OR SETTLEMENT AGREEMENT OR TO SATISFACTORILY RESPOND TO A FINRA REQUEST TO PROVIDE INFORMATION CONCERNING THE STATUS OF COMPLIANCE. SUSPENSION LIFTED ON SEPTEMBER 4, 2018.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • REFERRAL FEES AND REVENUE SHARE FOR REFERRALS TO THIRD PARTIES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $240M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗