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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-18-2020
- Office Locations
- 1
Office Locations
About Formula Wealth
Formula Wealth is a fee-focused financial planning and investment management firm serving families with multigenerational needs. The practice coordinates portfolio strategy with tax planning, retirement and distribution decisions, risk management, and estate structures, offering both ongoing relationships and short-term “Life Audit” engagements. Based in Fairhope, AL with virtual service nationwide; investment implementation is ETF-heavy. Led by Chad Holmes (CFP®, CPA, CPWA®), author of The Inheritance Playbook.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $4.8M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on April 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Formula Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Chad Wesley Holmes
Senior Manager
- CRD
- #6637156
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,780,410 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,780,410 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Formula Wealth has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.