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FORWARD WEALTH

LONE TREE, CO · CRD 339154 · IAPD ↗ · fwd-wealth.com · 720-739-3930

$111.1MRegulatory AUM
8Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — FORWARD WEALTH notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
August 2026 — FORWARD WEALTH's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
65
July 2026 — FORWARD WEALTH now reports custody of client assets ($51.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2026 — GALLACHER CAPITAL LLC is now doing business as FORWARD WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
March 2026 — GALLACHER CAPITAL LLC (LONE TREE, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.