LAKE GENEVA, WICRD 326519Latest ADV March 11, 2026
Form Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Geneva, WI. Its latest Form ADV filing, dated March 11, 2026, reports $1.1B in regulatory assets under management, 16 employees, 1 office, and 2,724 accounts.
Assets Under Management
$1.1B
Employees
16
Offices
1 office
Total Clients
794
Primary office
LAKE GENEVA, WI
431 GENEVA NATIONAL AVE S, LAKE GENEVA, WI, United States
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
629
2
HNWI
17.9%
142
3
Charitable
1.8%
14
4
Pension Plans
0.9%
7
5
BDCs
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 11, 2026
Discretionary95.1%
$1.0B
95% of total RAUM95.1%
Non-discretionary4.9%
$51M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts2,724
10Y AUM Change+$130M (+14.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee50:1
10Y Employee Change+4 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.