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Est. 2026The front page of wealth managementNew York

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Trustee · Forward Wealth

Nathalie Gallacher

CRD 6930982 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Forward Wealth, an SEC-registered wealth manager based in Lone Tree, CO with $111 million in regulatory assets, lists Nathalie Gallacher on its Form ADV as Trustee, a control person. The SEC filings also name Nathalie at 1 other registered adviser.

Firms and roles

  • Forward WealthTrusteeWealth manager · Lone Tree, CO · $111M in regulatory assets
  • AQITrusteeAsset manager · Lone Tree, CO · $108M in regulatory assets

AtlasMembers

Nathalie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathalie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.