The FORM Wealth Advisors company source record lists 18 employees. The visible FORM Wealth Advisors management graph includes:
Kim Cochenour
Chief Operating and Compliance Officer
1
0
Sales
(2)
Adam Kierzek
Client Advisor at Form Wealth Advisors
1
0
Finance
(1)
Charlie Bogue
Finance Intern
0
0
Related company intelligence for FORM Wealth Advisors
7 same-industry peers
7 with employee estimates
10 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
7 / 10
7 of 10 related companies share this company's industry classification.
Employee benchmarks
7 / 10
7 of 10 related companies include employee estimates.
Website records
10 / 10
10 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
Multi-signal peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 3.7 source-backed signals.
10
eligible
0
filtered
3.7
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Near peer median size
This company
18 employees
Related peers
46 median peer employees
4 related employee-estimated peers are higher and 3 are lower.
7 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 42.9% of 7 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 42.9% of 7 comparable related peers from related-company records.
Employee scale: 42.9%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
46 employees
Largest peer by size
Fidelity Investments
83.15K employees
FORM Wealth Advisors size signal
18 employees
Peer size comparison
4 larger · 3 smaller
Peer scale position
Near peer median size
4 related employee-estimated peers are higher and 3 are lower.
FORM Wealth Advisors people graph sample
-
Tyson Ray, Cfp®, Cexp®, Cima®
Helping Advisors Exit on Their Terms
Lake Geneva, Wisconsin, United States4 email signals: 1 email signal on formwealth.com, 3 non-official email signals8 phone signals available
-
-
Tyler Rima
Form Wealth Advisors - Client Advisor
Lake Geneva, Wisconsin, United States -
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for FORM Wealth Advisors
AeroLeads maps 1 visible contact signal for FORM Wealth Advisors. Coverage is multi-channel contact coverage.