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The Road Ahead Wealth Management LLC CRD 327403
$12.9M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Woodinville, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Honeywell International, Inc. | Redmond | WA | 10/2004 | 09/2022 |
| Retired | Woodinville | WA | 09/2022 | 06/2023 |
| The Road Ahead Wealth Management Llc | Woodinville | WA | 08/2023 | Present |
| Baldwin Hawaiian Properties, Llc | Woodinville | WA | 12/2024 | Present |
| Steve Baldwin, Sole Proprietor | Woodinville | WA | 12/2024 | Present |
| Live Nation Worldwide, Inc. | Houston | TX | 05/2025 | Present |
Name: Baldwin Hawaiian Properties, LLC; not investment related; Woodinville, WA; rental property; Owner; start 12/2024; 2 hours/month, 0 during securities trading; Condo rental. Name: Steven Baldwin, Sole Proprietor; not investment related; Woodinville, WA; Trustee for friend's account; Owner; start 12/2024; 2 hours/month, 0 during securities trading; back up trustee for a friends account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-02 |
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