FORM WEALTH ADVISORS, LLC
CRD #326519 SEC #801-131059 LAKE GENEVA, WI 262-686-3005
SEC Registered
Total AUM
$932.3M
Discretionary
$881.1M
Employees
15
Clients
--
Accounts
2,617
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $932.3M | $881.1M | $51.3M | 15 | 1 |
| Sep 2025 | $932.3M | $881.1M | $51.3M | 15 | 1 |
| Sep 2025 | $932.3M | $881.1M | $51.3M | 15 | 1 |
| Mar 2025 | $932.3M | $881.1M | $51.3M | 14 | 1 |
| Mar 2025 | $932.3M | $881.1M | $51.3M | 14 | 1 |
| Jan 2025 | $925.8M | $735.8M | $189.9M | 12 | 0 |
| Oct 2024 | $925.8M | $735.8M | $189.9M | 12 | 0 |
| Oct 2024 | $925.8M | $735.8M | $189.9M | 12 | 0 |
| Sep 2024 | $925.8M | $735.8M | $189.9M | 12 | 0 |
| Sep 2024 | $925.8M | $735.8M | $189.9M | 12 | 0 |
| Aug 2024 | $925.8M | $735.8M | $189.9M | 12 | 0 |
| Aug 2024 | $925.8M | $735.8M | $189.9M | 12 | 0 |
DateNov 2025
Total AUM$932.3M
Discretionary$881.1M
Non-Disc.$51.3M
Employees15
Clients1
DateSep 2025
Total AUM$932.3M
Discretionary$881.1M
Non-Disc.$51.3M
Employees15
Clients1
DateSep 2025
Total AUM$932.3M
Discretionary$881.1M
Non-Disc.$51.3M
Employees15
Clients1
DateMar 2025
Total AUM$932.3M
Discretionary$881.1M
Non-Disc.$51.3M
Employees14
Clients1
DateMar 2025
Total AUM$932.3M
Discretionary$881.1M
Non-Disc.$51.3M
Employees14
Clients1
DateJan 2025
Total AUM$925.8M
Discretionary$735.8M
Non-Disc.$189.9M
Employees12
Clients0
DateOct 2024
Total AUM$925.8M
Discretionary$735.8M
Non-Disc.$189.9M
Employees12
Clients0
DateOct 2024
Total AUM$925.8M
Discretionary$735.8M
Non-Disc.$189.9M
Employees12
Clients0
DateSep 2024
Total AUM$925.8M
Discretionary$735.8M
Non-Disc.$189.9M
Employees12
Clients0
DateSep 2024
Total AUM$925.8M
Discretionary$735.8M
Non-Disc.$189.9M
Employees12
Clients0
DateAug 2024
Total AUM$925.8M
Discretionary$735.8M
Non-Disc.$189.9M
Employees12
Clients0
DateAug 2024
Total AUM$925.8M
Discretionary$735.8M
Non-Disc.$189.9M
Employees12
Clients0