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Firm profile

Forward Wealth

LONE TREE, COCRD 339154Latest ADV July 8, 2026

Forward Wealth is a limited liability company based in LONE TREE, CO.

Assets Under Management
$111M
Employees
12
Offices
3 offices
Total Clients
15

Associated firm names

4 names listed
  • BRINGHURST FINANCIAL SERVICES
  • JD WEALTH MANAGEMENT LLC
  • GALLACHER CAPITAL LLC
  • FORWARD WEALTH
Primary office
LONE TREE, CO
10465 PARK MEADOWS DRIVE, SUITE 107, LONE TREE, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(720) 739-3930
WebsiteNot found
LinkedInNot found

Leadership

2 roles identified
CEOJordan K. Gallacher
CCOQuentin G. Stoker

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
15
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$111Mas of July 8, 2026
Discretionary100.0%
$111M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$111M
Total Accounts79
10Y AUM Change+$111M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee1:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.