A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for FORM Wealth Advisors, LLC.

Business address: 431 Geneva National Ave S, Lake Geneva, WI, 53147
Top securities (13F): IVV, DYNF, IEFA, AGG, QQQ, IJH, DGRO, IEMG, EMXC, IJR, IEF, TLT, USHY, BKLN, JAAA, EMB, IVW, IVE, AAPL, and USMV
State of incorporation: DE
Fiscal year end: 31 December

FORM Wealth Advisors, LLC has filed 3 SEC EDGAR filings since 23 Apr 2025

Recent SEC filings for FORM Wealth Advisors, LLC including N-PX, 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
N-PX	Open N-PX document	View SEC filing for N-PX	28 Jul 2025	30 Jun 2025	028-25500
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	16 Jul 2025	30 Jun 2025	028-25500
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	23 Apr 2025	31 Mar 2025	028-25500

FORM Wealth Advisors, LLC files with the SEC under CIK 0002053294. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.