Formula Wealth

Overview

Formula Wealth is an independently owned limited liability company operating as an independent registered investment adviser focused on individuals and families. The firm bills clients via hourly and fixed fees and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm identifies itself as a capital allocator, but its filings do not list named third‑party alternative managers. Formula Wealth is not positioned as an active ESG investor, does not report multi‑state adviser status in filings, and does not present itself as a pension consultant or a related adviser. The business model centers on direct advisory relationships with wealthy households and small business owners, with discretionary management emphasized in regulatory disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives