# Forward Wealth

Forward Wealth is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** forwardwealth.com

## Regulatory record

- **CRD number:** 339154
- **SEC file number:** 801-134871
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339154

## About

FORWARD WEALTH is an SEC-registered investment adviser in Lone Tree, CO, established in 2026. The firm has 12 employees and 8 investment advisers. It is based in Colorado.

## Questions

### Who runs investment decisions at Forward Wealth?

No named principals or investment committee members are publicly listed by the firm or confirmed through public records as of 2026.

### Does Forward Wealth disclose its AUM?

Forward Wealth does not publicly report assets under management. No independent estimate is available.

### What is Forward Wealth's investment strategy?

The firm has not disclosed its investment strategy, asset class mix, or any portfolio holdings publicly.

### How does Forward Wealth source deals?

No information on Forward Wealth's sourcing model or participation in direct investments, funds, or co-investments is available.

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- [REX CONSULTING, LLC](https://altss.com/profile/rex-consulting-llc)
- [Robinhood Ventures](https://altss.com/profile/robinhood-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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