# Formynder Wealth Management, LLC

> Formynder Wealth Management, LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 335858
- Filed as: FORMYNDER WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335858
- AdvisorCensus page: https://advisorcensus.com/firm/formynder-wealth-management-llc-335858

## Quick answers

**How is Formynder Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Formynder Wealth Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Formynder Wealth Management, LLC registered with the SEC or a state?**
Formynder Wealth Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335858.

**How much does Formynder Wealth Management, LLC manage?**
Formynder Wealth Management, LLC reports $215,825 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does Formynder Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Formynder Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335858

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $215,825
- Discretionary: $215,825
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $215,825 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 4myndr.com
- open.spotify.com/show/5ES826hez7NcR9p2iHLJBj
- podcasts.apple.com/us/podcast/fiscal-foxhole/id1847827674
- Facebook facebook.com
- Instagram @formynderwealthmanagement
- LinkedIn @fiscal-foxhole
- LinkedIn @fwm-llc
- LinkedIn @omenquelvog
- YouTube @FiscalFoxhole

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Formynder Wealth Management, LLC (CRD 335858): Form ADV filing data as of October 2026.