Forza Wealth Management, a Sarasota-based registered investment adviser, surpassed $100 million in assets under management and, as a result, transitioned the firm’s registration with the State of Florida to the Securities and Exchange Commission (SEC), effective Sept. 4, 2020.
The majority of Forza’s growth has come from client referrals and other professionals in the local area. The firm’s client-to-advisor ratio is currently 30 to one, which allows for more growth in the future but is purposefully kept at a measured pace to maintain superior client service levels.