| 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 |
Form Wealth Advisors, LLC reports $932.3 million in regulatory assets under management on its Form ADV.
Form Wealth Advisors, LLC reports 14 employees.
Form Wealth Advisors, LLC is based in Lake Geneva, WI and has been SEC-registered since 2024.
Form Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $881.1M |
| Non-discretionary | $51.3M |
| Total (RAUM) | $932.3M |