Tyler William Rima
Investment adviser representative at Form Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
$1.1BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Form Wealth Advisors, LLCAug 2024 to now
- Raymond James Financial Services, Inc.Aug 2024 to Oct 2024
- Lettuce Entertain You, Inc.Mar 2015 to Sep 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Form Wealth Advisors, LLC
$1.1BAssets managed
794Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7971421
- Firm CRD
- 326519