Forty North Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

290770

SEC number

801-112146

Firm type

RIA

Assets under management

$350.6M as of Mar 17, 2026

Website

www.insightassetmgmt.com ↗

Phone

303-691-1808

Address

650 South Cherry Street,, Glendale, CO, 80246

Advisors at this firm

11 in our index · page 1 of 1

• Michael Allan DavisCRD 2318064 · Castle Rock, CO
  IA RegisteredRegistration inactive
• Dustin Scott DingesCRD 2428681 · Glendale, CO
  IA RegisteredRegistration inactive
• Tammi Sue EllisCRD 7788853 · Glendale, CO
  IA Registered
• Donald Phillip HafnerCRD 1059114 · Aurora, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lindsay M RiderCRD 5188551 · Glendale, CO
  IA Registered
• Nicholas John SchneiderCRD 5516952 · Aurora, CO
  IA RegisteredRegistration inactive
• Timothy A SzymanskiCRD 5411607 · Greenwood Village, CO
  IA Registered
  Disclosure event(s) on record
• William Paul TannerCRD 5598824 · Glendale, CO
  IA RegisteredRegistration inactive
• Matthew David TuftCRD 4192802 · Glendale, CO
  IA RegisteredRegistration inactive
• Stephen Michael TannerCRD 6894042 · Glendale, CO
  IA Registered
• Catherine Smith TeichertCRD 6909210 · Sheridan, WY
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.