Forum Private Wealth
Carlsbad, California
Business summary
Forum Private Wealth is a California limited liability company (LLC) located in Carlsbad, CA. It was registered with the California Secretary of State on May 29, 2025 (entity number B20250142007) — more than 1 years ago. It reports its type of business as Financial Services.
Its principal business address is 1752 Fairlead Ave, CARLSBAD, CA 92011. The registered agent is Jacko Law Group, CA, a commercial registered agent located at 1350 Columbia St Ste 300, SAN DIEGO, CA 92101. The company is manager-managed (one manager). Its managers and members include Paolo, Nicholas (Manager).
California LLCs must file a Statement of Information every two years. Forum Private Wealth's most recent Statement of Information (BA20260335269) was filed on February 16, 2026. Its next Statement of Information is due during the filing window ending May 2027.
Frequently asked questions
Is Forum Private Wealth active?
Forum Private Wealth's current status, based on the data provided by the California Secretary of State on October 5, 2026, is active.
When was Forum Private Wealth registered?
Forum Private Wealth was registered with the California Secretary of State on May 29, 2025, more than 1 years ago.
Who is the registered agent for Forum Private Wealth?
The registered agent is Jacko Law Group, CA, a commercial registered agent located at 1350 Columbia St Ste 300, SAN DIEGO, CA 92101.
Where is Forum Private Wealth located?
Forum Private Wealth's principal business address is 1752 Fairlead Ave, CARLSBAD, CA 92011.
Is Forum Private Wealth in good standing?
Based on the data provided by the California Secretary of State on October 5, 2026, Forum Private Wealth is in good standing — it is in good standing with the Secretary of State and in good standing with the Franchise Tax Board.
When is Forum Private Wealth's next Statement of Information due?
Forum Private Wealth's most recent Statement of Information (BA20260335269) was filed on February 16, 2026. Its next Statement of Information is due during the filing window ending May 2027.
What does Forum Private Wealth do?
Forum Private Wealth reports its type of business to the California Secretary of State as Financial Services.
Who runs Forum Private Wealth?
Forum Private Wealth's managers and members include Paolo, Nicholas (Manager).
Is Forum Private Wealth a legitimate business?
Forum Private Wealth is a registered business entity on file with the California Secretary of State (entity number B20250142007). Based on the data provided by the California Secretary of State on October 5, 2026, its status is active and it is in good standing with the Secretary of State.
Registration details
| Business name | Forum Private Wealth |
|---|---|
| Legal name | Forum Private Wealth, LLC |
| Business type | Limited Liability Company |
| LLC management | Manager-Managed (One Manager) |
| Filing type | Domestic |
| Jurisdiction | California |
| Formation State | CA |
| Formation date | 2025-05-29 |
| Document Number | B20250142007 |
| Last SI filing date | 2026-02-16 |
| Last SI filing number | BA20260335269 |
| Status | Active |
| Type of Business | Financial Services |
Standing
| Secretary of State | Good Standing |
|---|---|
| Franchise Tax Board | Good Standing |
| Agent | Good Standing |
| Victims of Corporate Fraud Fund | Good Standing |
Contact Information
1752 Fairlead Ave, CARLSBAD, CA 92011
Principals
Paolo, Nicholas
Roles
- Manager
Addresses
- 1752 Fairlead Ave, CARLSBAD, CA 92011
Registered agent
Jacko Law Group, CA
Roles
- Registered Agent
Addresses
- 1350 Columbia St Ste 300, SAN DIEGO, CA 92101
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