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FORM Wealth Advisors

EST. AUM
$1,055,571,284

CONTACTS
6

CLIENT ACCOUNTS
2,724

Firm Details

Metro area Milwaukee
CRD Number 326519
Website formwealth.com
Client types

Overview

FORM Wealth Advisors, established in 2001 by co-founders Tyson Ray and Luke Kuchenberg, is a fee-based financial advisory firm headquartered in Lake Geneva, Wisconsin. The firm offers comprehensive wealth management services, including retirement planning, investment management, estate planning, tax planning, and lifestyle planning. Emphasizing a holistic approach, FORM Wealth Advisors focuses on understanding clients' Family, Occupation, Recreation, and Mission (FORM) to tailor personalized financial strategies. As of January 2024, the firm manages assets for over 1,200 families and individuals.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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