F
$1.1B Total AUM
$1.0B Disc. AUM
-- 3Y CAGR
16 Employees
795 ADV. Clients
3 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2023
- Office Locations
- 2
Office Locations
431 Geneva National AVE S Lake Geneva WI
6727 Frank Lloyd Wright AVE Middleton WI
About Form Wealth Advisors, LLC
Form Wealth Advisors, LLC is a Lake Geneva-based RIA with 2 offices. The firm has been operating for 3 years. Managing $1.1B in total assets under management, with 8 advisory representatives. They custody assets with Raymond James.
Team overview
48 AVG AGE
$131.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2 yrs AVG TENURE
16 Employees
8 Advisory Reps
8 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
KIMBERLY SUSAN COCHENOUR
Chief Compliance Officer, Chief Operating Officer, Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
TYSON JON RAY
Chief Executive Officer
- CRD
- #3005591
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
Jackson Charles Burk
Client Associate
- CRD
- #8218728
Available
Available
Available
A
Adam Michael Kierzek
Client Advisor
- CRD
- #7537426
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,004,290,018 | $371,135 |
| Non-Discretionary | $51,281,266 | $2,848,959 |
| Total | $1,055,571,284 | $387,508 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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