Overview
Assets Under Management: $932 million
Headquarters: LAKE GENEVA, WI
High-Net-Worth Clients: 8
Average Client Assets: $43 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.74
Average High-Net-Worth Client Assets: $43 million
Total Client Accounts: 2,617
Discretionary Accounts: 2,609
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 326519
Filing ID: 1956130
Last Filing Date: 2025-03-12 11:07:00
Website: https://formwealth.com