USA Financial Formulas Corporation
USA Financial Formulas Corporation is an SEC-registered mass-market adviser in Ada, MI with $534.4M assets under management (AUM, regulatory AUM), -15% over one year. See who owns USA Financial Formulas Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139987, SEC 801-67442, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $534.4M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Ada, MI
- Employees
- 38
- Clients
- 7,489
- CRD
- 139987
- Ownership
- GARY G. WALTERS TRUST; WALTERS, GARY, GLEN; BACHERT, WILLIAM, CLAYTON; WEALTHNETIC CORPORATION; MICHAEL D. WALTERS TRUST
How much AUM does USA Financial Formulas Corporation have?
USA Financial Formulas Corporation reported $534.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns USA Financial Formulas Corporation?
Disclosed owners and executives of USA Financial Formulas Corporation include GARY G. WALTERS TRUST, WALTERS, GARY, GLEN, BACHERT, WILLIAM, CLAYTON, WEALTHNETIC CORPORATION, MICHAEL D. WALTERS TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.