FORMATION WEALTH MANAGEMENT
Firm details
- Headquarters
- PONTE VEDRA, Florida
- CRD number
- 285001
- Website
- formationwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.22%
- Individuals16.78%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Formation Wealth Management is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses. Its client-facing fee model combines a percentage-of-AUM charge with the option for hourly billing. Formation is not positioned as a capital allocator or pension consultant and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities23%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1MAXIMILIAN NEUMAYER
Principal and FounderCRD 4567591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PONTE VEDRA, FL
SAINT JOHNS
Location
PONTE VEDRA, FL
Headquartered in PONTE VEDRA, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- SAINT JOHNS
- Address
- 822 A1A N
- Time zone
- ET (UTC-5)
- Office locations
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