FORM WEALTH ADVISORS, LLC

CRD 326519File 801-131059

APPROVED

Retail clients

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.06B

Above cohort median (national)

Discretionary AUM

$1.00B

Non-discretionary $51.3M

Clients

794

2,724 accounts

Employees

Above cohort median in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Sep 25, 2024
Principal office: 431 GENEVA NATIONAL AVE S, LAKE GENEVA, WI, 53147-4881
Phone: 262-686-3005
Website: https://www.instagram.com/formwealthadvisors/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.06B
Discretionary AUM: $1.00B
Non-discretionary AUM: $51.3M
Discretionary accounts: 2,706
Non-discretionary accounts: 18
Total accounts: 2,724
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	14	$8.8M
High net worth individuals	142	$586.0M
Business development companies	2	$382K
Pension and profit sharing plans	7	$49.8M
Individuals (other than high net worth individuals)	629	$410.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.