FORM WEALTH ADVISORS, LLC - Financial Advisor in Wisconsin, Lake Geneva

Tel: 262-686-3005 431 Geneva National Ave S Lake Geneva, Wisconsin 53147-4881

About FORM WEALTH ADVISORS, LLC

FORM WEALTH ADVISORS, LLC is a Lake Geneva, Wisconsin based financial advisory firm with nearly $925,760,770 in assets under management and provides investment advisory services for 2697 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

326519

Firm SEC#:

801-131059

Assets Under Management:

$925,760,770

No. of Clients:

2697

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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