1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FORM WEALTH ADVISORS, LLC

Map pinLAKE GENEVA, WI
Phone262-686-3005
NotebookSEC #801-131059
Total AUM
$1.1B
Employees
16
Clients
794

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
431 GENEVA NATIONAL AVE S
LAKE GENEVA
WI 53147-4881
United States
Operating Hours
8:30 A.M.-4:30 P.M.
Monday - Friday
Phone
262-686-3005
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,724
Discretionary
$1B
Accounts
2,706
Non-Discretionary
$51.3M
Accounts
18

ContactClients

View more in analytics →

Individual Clients
629
AUM
$410.7M
HNW Individual Clients
142
AUM
$586M
Business Development Company Clients
2
AUM
$381.8K
Pension/Profit Sharing Plan Clients
7
AUM
$49.8M
Charitable Organization Clients
14
AUM
$8.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLILMNNCNENHTXWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account