This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.75 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$111MItem 5.F on the latest filing (2026-07-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$111M

Private client RAUM

$83.6MderivedItem 5.D individuals plus high net worth individuals

Private client share

75%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$37.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

12

Advisory employees

8

Offices

3Schedule D 1.F, beyond the principal office

Accounts

79

High net worth clients

15

Custody, client assets

$51.1M

SEC number

801-134871

CRD

339154

Filings on the tape

5

First filed

Jan 29, 2026

Latest filed

Jul 8, 2026

Organised

Limited Liability Company, CO

Website

fwd-wealth.com

• Occurred

  Jul 2, 2026
  Team lift-out

  2 advisors left Gallacher Capital Management, LLC (Lone Tree, CO) for Forward Wealth on the same day

  Form ADVobserved 3 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:87799eb5-a45c-712b-abf7-9a4e20bf3f9e

First observed

Jan 29, 2026

Last observed

Jul 8, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.