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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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