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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-14-2025
- Office Locations
- 1
Office Locations
About Formynder Wealth Management, LLC
Formynder Wealth Management (4myndr) is a fee-only, flat-fee, fiduciary RIA focused on active-duty service members, military retirees, and their families, including those nearing transition and some federal/state employees. It provides ongoing wealth management (investment management and/or comprehensive financial planning) and project-based planning, covering cash flow, taxes, retirement, estate, insurance, and TSP decisions. Founded by retired Marine Omen Quelvog; featured in Bloomberg and MarketWatch.
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Omen Quelvog
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #7852976
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,825 | -- |
| Non-Discretionary | $0 | -- |
| Total | $215,825 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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