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 registered investment adviser organized as an LLC. The firm is marked as a capital allocator and serves individual and family clients, offering a mix of percentage-of-AUM and fixed-fee engagements. Advisory services listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting, and educational seminars/workshops. The firm also operates as an insurance broker. Forward Wealth is not positioned as an ESG-focused or multi-state specialist based on the available classification.