FORM WEALTH ADVISORS, LLC

LAKE GENEVA, Wisconsin·2 registered advisors·CRD# 326519
SEC# 801-1310591262-686-3005
01

Firm Overview

AUM
$926M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FORM WEALTH ADVISORS, LLC

2 registered advisors
Kimberly Susan Cochenour
LAKE GENEVA, Wisconsin
Tyson Jon Ray
LAKE GENEVA, Wisconsin
05

Office Locations

LAKE GENEVA, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. FORM WEALTH ADVISORS, LLC (CRD# 326519) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.