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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 12, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COCHENOUR, KIMBERLY, SUSAN | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| RAY, TYSON, JON | I | CEO | NA | Control |
| RAY, TYSON, JON | I | CEO | NA | Control |
| RAY, TYSON, JON | I | CEO | NA | Control |
| RAY, TYSON, JON | I | CEO | NA | Control |
| RAY, TYSON, JON | I | CEO | NA | Control |
| TANC LLC | DE | OWNER | NA | Control |
| TANC LLC | DE | OWNER | NA | Control |
| TANC LLC | DE | OWNER | NA | Control |
| TANC LLC | DE | OWNER | NA | Control |
| TANC LLC | DE | OWNER | NA | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| FORM WEALTH HOLDINGS, LLC | DE | MEMBER | E | Control |
| RAY, TYSON, JON | I | CEO | E | Control |
| RAY, TYSON, JON | I | CEO | E | Control |
| RAY, TYSON, JON | I | CEO | E | Control |
| RAY, TYSON, JON | I | CEO | E | Control |
| RAY, TYSON, JON | I | CEO | E | Control |
| RAY, TYSON, JON | I | CEO | E | Control |
| RAY, TYSON, JON | I | CEO | E | Control |
| RAY, TYSON, JON | I | CEO | E | Control |
| RAY, TYSON, JON | I | CEO | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RAY, TYSON, JON | I | FORM WEALTH HOLDINGS, LLC | E | Control |
| RAY, TYSON, JON | I | FORM WEALTH HOLDINGS, LLC | E | Control |
| RAY, TYSON, JON | I | FORM WEALTH HOLDINGS, LLC | E | Control |
| RAY, TYSON, JON | I | FORM WEALTH HOLDINGS, LLC | E | Control |
| RAY, TYSON, JON | I | FORM WEALTH HOLDINGS, LLC | E | Control |
| RAY, TYSON, JON | I | FORM WEALTH HOLDINGS, LLC | E | Control |
| RAY, TYSON, JON | I | FORM WEALTH HOLDINGS, LLC | E | Control |
| RAY, TYSON, JON | I | FORM WEALTH HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Nov 12, 2025 REGISTERED
Notice Filings (13)
AL AZ CA CO FL IL MN NC NE NH TX WA WI
Address
431 GENEVA NATIONAL AVE SLAKE GENEVA, WI 53147-4881
United States
Phone: 262-686-3005