# FORM WEALTH ADVISORS, LLC

FORM WEALTH ADVISORS, LLC of LAKE GENEVA, WI is an SEC-registered investment adviser.

## Registration

- CRD: 326519
- Type: SEC-registered investment adviser
- SEC file number: 801-131059
- Location: 431 GENEVA NATIONAL AVE S, LAKE GENEVA, WI, 53147-4881
- Phone: 262-686-3005
- Latest filing: 2026-03-11
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $51.3M
- Clients: 16
- Accounts: 2,724

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Tyson Jon Ray | CEO; MANAGING MEMBER; OWNER | — |
| Jenny Ray | OWNER | — |
| Kimberly Susan Cochenour | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | — |
| RAY TYSON JON | CEO; MANAGING MEMBER | — |
| COCHENOUR KIMBERLY SUSAN | CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MIDDLETON | WI | 1 | 608-836-5133 |
| MIDDLETON | WI | 1 | 608-836-5133 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326519/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326519/similar
- Related entities: https://search.stillhousedata.com/firm/326519/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326519

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.