RIA Intel›Advisers›Tennessee›FORMULA WEALTH LLC

FORMULA WEALTH LLC

Advisory

TN

Data as of Apr 17, 2026 · Source: SEC Form ADV

Rank in TN

#368

of 380 advisers by AUM

Average account

$1M

across 30 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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ICON CAPITAL MANAGEMENT, LLC

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