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FORMATION WEALTH MANAGEMENT
FORMATION WEALTH LLC
CRD 285001
822 A1A NORTH, SUITE 310, PONTE VEDRA BEACH, FL, 32082, United States
Phone
904-395-5636
Fax
904-562-3380
Registration
— (—)
Source
State registered
Total AUM
$41.1M
Discretionary AUM
$41.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $6.9M |
| High net worth individuals | 23 | $34.2M |
All web addresses on file
Official SEC filing: View on IAPD