RIA Intel›Advisers›Florida›FORMATION WEALTH LLC

FORMATION WEALTH LLC

Advisory

PONTE VEDRA BEACH, FL

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in FL
#1,696
of 2,610 advisers by AUM
Average account
$403K
across 102 accounts
AUM per adviser
$41M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM
$41M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients43
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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