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| FORM Wealth Advisors LLC
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| |
|---|---|
| CRD # | 326519 |
| SEC # | 801-131059 |
| CIK # | |
| AUM | $925.8 MM (2024-08-28) |
| Employees | 12 (58% Investors, 58% Brokers) |
| Phone | 262-686-3005 |
| Address | 431 Geneva National Ave S Lake Geneva, WI 53147-4881 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| 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 |