Adviser Profile
| As of Date | 09/27/2024 |
| Registration status | Registration Changed to FORM WEALTH ADVISORS, LLC |
| ADV Location | LAKE GENEVA, WI, United States |
| Contact Info | 262 xxxxxxx |
| Websites |
| AUM* | 925,760,770 |
| of that, discretionary | 735,847,331 |
| Number of Employees | 12 300% |
| of those in investment advisory functions | 7 133% |
| Private Fund GAV* | 0 |
| Avg Account Size | 343,256 |
| % High Net Worth | 31.87% -68% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds