FORM Wealth Advisors LLC

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Assets, Funds, Holdings

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FORM Wealth Advisors LLC
CRD #326519
SEC #801-131059
CIK #
AUM $925.8 MM (2024-08-28)
Employees 12 (58% Investors, 58% Brokers)
Phone262-686-3005
Address431 Geneva National Ave S
Lake Geneva, WI 53147-4881
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
100080060040020002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 517 173.2
(b) Individuals (high net worth individuals) 262 695.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 17 4.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 16 7.2
(n) Other 10 45.6
Total 2,697 925.8
By Discretionary
Discretionary 1,756 735.8
Non-Discretionary 941 189.9
Total 2,697 925.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 925.8
Total 2,697 925.8
Comparable Firms State AUM ($BB)
Accel Wealth Management LLC
IA 0.9
Midwest Capital Advisors LLC
MI 0.9
Hamilton Point Investment Advisors LLC
NC 0.9
Wealthshield Partners LLC
NC 0.9
Allied Investment Advisors LLC
MT 0.9
IMA Advisory Services Inc
KS 0.9
Woodard & Co Asset Management Group Inc
NC 0.9
Hengehold Capital Management LLC
OH 0.9
Lucid Advisors Inc
WA 0.9
Consolidated Portfolio Review Corp
NY 0.9
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