{
  "crd_number": 339154,
  "slug": "forward-wealth-lone-tree-co-339154",
  "primary_business_name": "FORWARD WEALTH",
  "legal_name": "GALLACHER CAPITAL LLC",
  "dbas": [
    "BRINGHURST FINANCIAL SERVICES",
    "JD WEALTH MANAGEMENT LLC"
  ],
  "city": "Lone Tree",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-02-12",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-08",
  "carried_forward": false,
  "raum_total": 111061179.0,
  "raum_discretionary": 111061179.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 12,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1934619.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 81637717.0,
      "count": 15
    },
    "corporations_other_businesses": {
      "raum": 27488843.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "TX"
  ],
  "websites": [
    "https://fwd-wealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339154",
  "city_as_filed": "LONE TREE",
  "url": "https://advisorcensus.com/firm/forward-wealth-lone-tree-co-339154",
  "display_name": "Forward Wealth",
  "summary": "Forward Wealth is an SEC-registered investment advisory firm in Lone Tree, CO, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.",
  "citation": "AdvisorCensus. Forward Wealth (CRD 339154): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Forward Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Forward Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Forward Wealth charge?",
      "a": "Its Form ADV Part 2A brochure dated July 8, 2026 states: Flat fee: $2,500 to $20,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Forward Wealth located?",
      "a": "Forward Wealth's principal office is in Lone Tree, CO, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Forward Wealth registered with the SEC or a state?",
      "a": "Forward Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339154."
    },
    {
      "q": "How much does Forward Wealth manage?",
      "a": "Forward Wealth reports $111,061,179 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Forward Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (15)."
    },
    {
      "q": "Which custodians does Forward Wealth use?",
      "a": "Forward Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Forward Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339154"
    },
    {
      "q": "Does Forward Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 8, 2026 says: \"We do not have any minimum asset requirements or minimum fees, but we do reserve the right to accept or reject any client.\""
    },
    {
      "q": "What changed in Forward Wealth's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Added an office in Mesa, AZ. No longer lists an office in Gilbert, AZ. Registered or notice-filed in TX."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added an office in Mesa, AZ.",
        "No longer lists an office in Gilbert, AZ.",
        "Registered or notice-filed in TX."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $111,061,179."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 8, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [
      "Flat fee: $2,500 to $20,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have any minimum asset requirements or minimum fees, but we do reserve the right to accept or reject any client."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "We do not have any minimum asset requirements or minimum fees, but we do reserve the right to accept or reject any client."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $20,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "The flat rate fee for financial planning and consulting services ranges from $2,500 to $20,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 0.0,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "We do not have any minimum asset requirements or minimum fees, but we do reserve the right to accept or reject any client.",
      "We do not have any minimum asset requirements or minimum fees, but we do reserve the right to accept or reject any client.",
      "The flat rate fee for financial planning and consulting services ranges from $2,500 to $20,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/forward-wealth-lone-tree-co-339154.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1934619.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 81637717.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 27488843.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339154",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}