Form Wealth Advisors, LLC

CRD 326519 · Lake Geneva, WI · $1.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 326519
SEC number: 801-131059
Firm type: RIA
Assets under management: $1.1B as of Mar 11, 2026
Website: www.instagram.com/formwealthadvisors ↗
Phone: 262-686-3005
Address: 431 Geneva National Ave S, Lake Geneva, WI, 53147-4881

Advisors at this firm

8 in our index · page 1 of 1

Jackson Charles BurkCRD 8218728 · Lake Geneva, WI

IA Registered
Lucas David KuchenbergCRD 3020577 · Lake Geneva, WI

IA RegisteredRegistration inactive
Adam Michael KierzekCRD 7537426 · Lake Geneva, WI

IA RegisteredRegistration inactive
William Robert LauderdaleCRD 7546135 · Middleton, WI

IA RegisteredRegistration inactive
Tyson Jon RayCRD 3005591 · Lake Geneva, WI

IA RegisteredRegistration inactive
Tyler William RimaCRD 7971421 · Lake Geneva, WI

IA RegisteredRegistration inactive
Jesse SchrockCRD 7407967 · Lake Geneva, WI

IA RegisteredRegistration inactive
Brayden Chad ZettleCRD 7436171 · Lake Geneva, WI

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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