F
$111.1M Total AUM
$111.1M Disc. AUM
-- 3Y CAGR
12 Employees
15 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2025
- Office Locations
- 1
Office Locations
10465 Park Meadows Drive Suite 107 Lone Tree CO
About Forward Wealth
Forward Wealth is a Lone Tree-based RIA. The firm has been operating for 0 years. Managing $111.1M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
37 AVG AGE
$13.9M AVG AUM / ADVISOR
$7.4M AVG AUM / CLIENT
0.4 yrs AVG TENURE
12 Employees
8 Advisory Reps
8 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Ridge Unison frontier Element Meridian Vector foundation Legacy harbor Vertex momentum Legacy Unison Quantum
Client Personas
Legacy glacier
Custodian
Horizon Beacon focus Meridian
Investment Themes
Glacier Quantum
Investment Vehicles
North foundation Summit
Services
Catalyst Wave ember Pathway Fusion Insight eagle Meridian Prime Crest eagle
Owner & Executives
J
JORDAN KEVIN GALLACHER
Chief Executive Officer
- CRD
- #6205745
- Ownership
- Less than 5%
(487) 388-9546
signal.beacon@embercapital.com
in linkedin.com/in/momentum-zenith
JOHN C GILLESPIE
MANAGING DIRECTOR, Owner
- CRD
- #4208141
- Ownership
- Less than 5%
(435) 795-6778
catalyst.ember@primecapital.com
in linkedin.com/in/legacy-beacon
E
Element unison
Frontier peak
- CRD
- #81744
- Ownership
- 48.5%
(704) 284-4822
crest.unison@vitalcapital.com
in linkedin.com/in/prime-quantum
Showing 2 of 3 owners & executives
Unlock allContacts
Austin Chambers
--
- CRD
- #7855346
(854) 885-1339
focus.legacy@foundationcapital.com
in linkedin.com/in/radial-meridian
Boman Bird Stacey
--
- CRD
- #7434268
(864) 853-7871
beacon.summit@valuecapital.com
in linkedin.com/in/optima-prime
F
Focus fusion
Atlas fusion oak
- CRD
- #39407
(514) 438-3232
unison.prime@quantumcapital.com
in linkedin.com/in/alpha-signal
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,061,179 | $1,405,838 |
| Non-Discretionary | $0 | -- |
| Total | $111,061,179 | $1,405,838 |
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Separately Managed Accounts
Total SMA Asset: $111,061,179
Equity - Exchange:
35.9% Public Funds:
21.2% Cash:
30.9% Corporate - Investment Grade:
12.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,383,680,868 | 35.9% |
| Public Funds | $817,104,022 | 21.2% |
| Cash | $1,190,967,655 | 30.9% |
| Corporate - Investment Grade | $462,511,710 | 12.0% |
| Total | $3,854,264,255 | 100.0% |