What departments does FORM Wealth Advisors have?

FORM Wealth Advisors has employees across 4 departments including Marketing, Program & Project Management, Operations, Sales.

What is the largest department at FORM Wealth Advisors?

The largest department at FORM Wealth Advisors is Marketing with 1 employees.

Where are FORM Wealth Advisors employees located globally?

FORM Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has FORM Wealth Advisors's team size changed over time?

FORM Wealth Advisors's team has decreased from approximately 17 to 15 employees based on available data.

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FORM Wealth Advisors Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

FORM Wealth Advisors is a financial services firm based in Lake Geneva, Wisconsin, founded in 2001 by Tyson Ray and Luke Kuchenberg. The firm positions itself as an independent, holistic practice that aims to help clients manage wealth while planning for broader life goals, using a threefold approach to guidance: coaching to explore desired life outcomes, teaching to provide clear information about resources, and advocacy to encourage clients to pursue the life they want. Its services are directed toward individuals and families seeking structured wealth management and life-planning support, addressing the overlap between financial resources and personal objectives. The company emphasizes a client-centered model focused on understanding goals, educating clients about tradeoffs in time and money, and motivating action to align financial decisions with long-term life plans.

FORM Wealth Advisors Global Highlights

North America
20

United States Of America
20

FORM Wealth Advisors's Leadership

T. R.
Ceo, Founding Partner & Senior Wealth Advisor
Mobile Phone
Email
L. K.
Founding Partner, Senior Wealth Advisor
Mobile Phone
Email
C. H.
Partner And Wealth Advisor
Mobile Phone
Email
R. W.
Marketing Director
Mobile Phone
Email
S. O.
Project Manager
Mobile Phone
Email
J. S.
Wealth Advisor
Mobile Phone
Email
R. B.
Operations Associate
Mobile Phone
Email
T. R.
Client Advisor
Mobile Phone
Email

FORM Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Business
Legal
Program & Project Management
Other

Contact profiles from FORM Wealth Advisors

Name

Title

Contact Info

Location

Last Update

K. C.
Partner, Chief Operating And Compliance Officer
Mobile Phone
Email
United StatesWisconsin
Mar 10, 2026
K. S.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is FORM Wealth Advisors known for?

FORM Wealth Advisors was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 431 Geneva National Avenue South Lake Geneva, Wisconsin 53147 United States. Explore FORM Wealth Advisors's company overview page for more information.

What is FORM Wealth Advisors's most common email format?

FORM Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FORM Wealth Advisors email formats with LeadIQ.

How many employees does FORM Wealth Advisors have currently?

FORM Wealth Advisors has approximately 14 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are FORM Wealth Advisors's key employees and leadership?

As of June 2026, FORM Wealth Advisors's key employees include:

Ceo, Founding Partner & Senior Wealth Advisor: T. R.
Founding Partner, Senior Wealth Advisor: L. K.
Partner And Wealth Advisor: C. H.
Marketing Director: R. W.
Project Manager: S. O.

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FORM Wealth Advisors Employee Directory

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