FORM WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,055,571,284
Discretionary
$1,004,290,018
Non-discretionary
$51,281,266
Firm details
- CRD number
- 326519
- SEC file number
- 801-131059
- Main office
- LAKE GENEVA, WI, United States
- Employees
- 16
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.