RIAs in LAKE GENEVA, WI

3 RIAs based in LAKE GENEVA, Wisconsin managing a combined $1.5B.

FORM WEALTH ADVISORS, LLC

RIA

LAKE GENEVA, WI

AUM $1.1BTEAM 16REPS 9

GENEVA PARTNERS, LLC

RIA

LAKE GENEVA, WI

AUM $424MTEAM 9REPS 9

KRAMER INVESTMENT SERVICES, LLC

RIA

LAKE GENEVA, WI

AUM $63MTEAM 3REPS 1

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