FORM WEALTH ADVISORS, LLC of LAKE GENEVA, WI is an SEC-registered investment adviser (CRD 326519). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| MIDDLETON | WI | 1 | 608-836-5133 |
| MIDDLETON | WI | 1 | 608-836-5133 |