Onward Advisors Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Preston, Erin Kathleen | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Robert Frederic Limmer | Principal Chief Growth Officer | Aug 2022 (4y) | Less than 5% | |
| Stephen Francis Stroup | Head Of Supervision | Aug 2022 (4y) | Less than 5% | |
| Mone, Christopher Michael | Principal | Sep 2022 (4y) | Less than 5% | |
| Jed William Limmer | Registered representative | Dec 2023 (3y) | ||
| Edward Allen Zubow | Registered representative | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wedbush Financial Services, Llc | Owner | Aug 2022 | A | 75% or more |
| Wedbush Capital | Sole Member | Oct 2019 | B | ≈ 56.25% – 100% via Wedbush Financial Services, Llc |
| Edward And Jean Wedbush Family Trust | Sole Member | Dec 2020 | B | ≈ 21.09% – 75% via Wedbush Family Partners, Llc |
| Wedbush Family Partners, Llc | Shareholder | Dec 2020 | B | ≈ 28.13% – 75% via Wedbush Capital |
| The Bryn Mawr Trust Company Of Delaware | Trustee | Dec 2020 | B | GP / trustee / elected manager of Edward And Jean Wedbush Family Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Wedbush Capital: 75% – 100% of Wedbush Financial Services, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Edward And Jean Wedbush Family Trust: 75% – 100% of Wedbush Family Partners, Llc × 50% – 75% of Wedbush Capital × 75% – 100% of Wedbush Financial Services, Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Wedbush Family Partners, Llc: 50% – 75% of Wedbush Capital × 75% – 100% of Wedbush Financial Services, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
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) | 04/16/2026 | 2.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗