Form Wealth Advisors, Llc, WI — Investment Adviser | BuildTrust

Active

FORM WEALTH ADVISORS, LLC

Investment AdviceLAKE GENEVA, WI

Assets Under Management

$932.3M

Total AUM

Donut chart: Discretionary 881.1M, Non-Discretionary 51.3M
Category	Value
Discretionary	881.1M
Non-Discretionary	51.3M

Adviser Information

Field	Value
CRD Number	326519
SEC Number	801-131059
Street Address	431 GENEVA NATIONAL AVE S
Location	LAKE GENEVA, WI 53147-4881
Country	United States
Phone	262-686-3005
Fax	262-686-3085
Total Employees	14

Client Count by Type (773 Total)

Horizontal bar chart: Individuals (other than H… 610, High Net Worth Individual… 142, Charitable Organizations 13, Pension/Profit Sharing Pl… 8
Category	Value
Individuals (other than H…	610
High Net Worth Individual…	142
Charitable Organizations	13
Pension/Profit Sharing Pl…	8