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FORWARD WEALTH
Legal name: GALLACHER CAPITAL LLC
CRD 339154File 801-134871
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$111.1M
Bottom 25% of cohort (national)
Discretionary AUM
$111.1M
Clients
15
79 accounts
Employees
12
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 12, 2026
- Principal office
- 10465 PARK MEADOWS DRIVE, SUITE 107, LONE TREE, CO, 80124
- Phone
- 720-739-3930
- Website
- https://www.fwd-wealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $111.1M
- Discretionary AUM
- $111.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 79
- Non-discretionary accounts
- 0
- Total accounts
- 79
- AUM per client
- $7.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $27.5M |
| High net worth individuals | 15 | $81.6M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.