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Trustee · Forward Wealth

Shauna K Gillespie

CRD 6186655 · 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 Shauna K Gillespie on its Form ADV as Trustee, a control person. The SEC filings also name Shauna 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

Shauna’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 Shauna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.