Form Wealth Advisors, LLC
● SEC registered since 2024CRD 326519SEC# 801-131059Lake Geneva, WI
Reg. AUM
$1.06B
Employees
16
Accounts
2,724
Location
Lake Geneva, WI
Form Wealth Advisors, LLC assets under management
Form Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Lake Geneva, WI. The firm has been registered since 2024. It reports $1.1 billion in regulatory assets under management and employs 16 people.
Form Wealth Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Form Wealth Holdings, LLC Control | Member | Over 75% | 2024 |
| Kimberly Susan Cochenour Control | Chief Compliance Officer & Chief Operations Officer | Under 5% | 2024 |
| Tanc LLC Control | Owner | Under 5% | 2025 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Form Wealth Advisors, LLC manage?
Form Wealth Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Form Wealth Advisors, LLC have?
Form Wealth Advisors, LLC reports 16 employees.
Where is Form Wealth Advisors, LLC located?
Form Wealth Advisors, LLC is based in Lake Geneva, WI and has been SEC-registered since 2024.
Does Form Wealth Advisors, LLC disclose fund performance?
Form Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 431 Geneva National Ave S, Lake Geneva, WI 53147-4881 |
| Phone | 262-686-3005 |
| Fax | 262-686-3085 |
| Office hours | 8:30 a.m.-4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.06B▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.06Bregulatory AUM
Discretionary $1BNon-discretionary $51.3M