Form Wealth Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Form Wealth

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Form Wealth Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52392 Portfolio Management
Address	431 Geneva National Ave S Lake Geneva, WI 53147

Note: Revenues for privately held companies are statistical evaluations.


Form Wealth's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Form Wealth's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Form Wealth is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Form Wealth Annual Revenue and Growth Rate

Form Wealth	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Form Wealth's revenues are gauged from an analysis of company filings.

Form Wealth's Income Statement (based on Industry Averages)

Form Wealth P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Form Wealth's Largest Competitors

A competitive analysis shows these companies are in the same general field as Form Wealth, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Form Wealth. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ALLIGATOR HOLDINGS	Waukesha, WI	100
ANNEX WEALTH MANAGEMENT	Elm Grove, WI	99
DANA INVESTMENT ADVISORS	Waukesha, WI	38
IAG WEALTH PARTNERS	Waukesha, WI	19
KOWAL INVESTMENT GROUP	Waukesha, WI	16
FORM WEALTH	Lake Geneva, WI	16

Future Competition: Form Wealth's Fastest Growing Competitors

These companies are in the same general field as Form Wealth and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)