AdvisorGrade

Financial advisers in Lake Geneva, WI

2 registered investment adviser firms in Lake Geneva managing $1.5B in assets, based on public SEC Form ADV filings.

Form Wealth Advisors, LLC

Lake Geneva, WI · Est. 2024

Local
Fee-based
AUM
$1.1B
Per adviser
$132M
Advisers
8

No reported disclosures

Geneva Partners, LLC

Lake Geneva, WI · Est. 2016

Local
Fee-only
AUM
$424M
Per adviser
$47M
Advisers
9

No reported disclosures