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| Form Wealth Advisors LLC
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| CRD # | 326519 |
| SEC # | 801-131059 |
| CIK # | 0002053294 |
| AUM | 1,055.6 M (2026-03-11) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 262-686-3005 |
| Address | 431 Geneva National Ave S Lake Geneva, WI 53147-4881 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002053294 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 2.4 | ||
| General Electric Co | 2.2 | ||
| GE Vernova Inc | 2.0 | ||
| Apple Inc | 1.6 | ||
| J P Morgan Chase & Co | 1.2 | ||
| International Business Machines Corp | 0.8 | ||
| McDonalds Corp | 0.8 | ||
| Microsoft Corp | 0.7 | ||
| MGE Energy Inc | 0.7 | ||
| Abbott Laboratories | 0.7 | ||
| Bank First National Corp | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 629 | 410.7 |
| (b) Individuals (high net worth individuals) | 142 | 586.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 2 | 0.4 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 49.8 |
| (h) Charitable organizations | 14 | 8.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,724 | 1,055.6 |
| By Discretionary | ||
| Discretionary | 2,706 | 1,004.3 |
| Non-Discretionary | 18 | 51.3 |
| Total | 2,724 | 1,055.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,055.6 | |
| Total | 2,724 | 1,055.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053294] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
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