Forward Wealth

RIASEC RegisteredEst. 2026

Total AUM

$111M

Discretionary

$111M

100% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Lone Tree, Colorado
CRD number: 339154
Registered since: February 12, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI73.51%
Corporations / Businesses24.75%
Individuals1.74%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Forward Wealth is an independent, limited liability advisory firm that registered with the SEC in 2026 and is owned by a domestic entity and an individual. The firm targets individual and family clients and charges both a percentage-of-AUM fee and fixed fees. It functions as a capital allocator, sourcing external managers alongside managing client portfolios internally, and also operates as an insurance broker. Advisory services emphasize financial planning and portfolio management for individuals and small businesses. The firm lists pension consulting, selection of other advisers, and client education (seminars/workshops) among its activities. Forward Wealth does not describe itself as an active ESG investor.