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FORM WEALTH ADVISORS, LLC
CRD 326519 · SEC 801-131059
431 GENEVA NATIONAL AVE S, LAKE GENEVA, WI, 53147-4881, United States
Phone
262-686-3005
Fax
262-686-3085
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$1.00B
Team
16 total employees; 8 advisory reps; 1 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 629 | $410.7M |
| High net worth individuals | 142 | $586.0M |
| Business development companies | 2 | $382K |
| Pension/profit sharing plans | 7 | $49.8M |
| Charitable organizations | 14 | $8.8M |
States served
AL, AZ, CA, CO, IL, MN, NE, NC, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD