Form Wealth Advisors, LLC

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1B

95% of AUM

Avg account

$388K

Accounts

2,724

Employees

Advisory reps

Firm details

Headquarters: Lake Geneva, Wisconsin
CRD number: 326519
Registered since: September 25, 2024
Website: www.formwealth.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI55.51%
Individuals38.91%
Pension & Profit Sharing Plans4.72%
Charitable Organizations0.83%
Business Development Companies0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Form Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2024 and serves both individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and educational seminars or workshops. Fee arrangements include asset-based fees and fixed fees. The firm does not identify as an active ESG investor.