Updated:
Formula Wealth
Formula Wealth is a financial planning practice that helps families manage their own retirement while preparing for their parents’ finances. The firm...
Overview
Formula Wealth is a financial planning practice that helps families manage their own retirement while preparing for their parents’ finances. The firm coordinates investments, taxes, retirement strategies, estate planning, and long-term goals into a cohesive plan. It specializes in multigeneration planning and serves clients in Fairhope, AL and virtually across the country.
General information
Firm type
Multi Family Office
Location
Region
North America
City
Fairhope
Principals
Kenneth C. Griffin
Founder and CEO
Sector focus
Frequently asked questions
Does Formula Wealth participate in fund commitments or only direct deals?
Formula Wealth predominantly makes direct investments, particularly in private credit, real estate, and infrastructure. The firm also co-invests alongside select institutional partners in credit and energy transition opportunities, but avoids committing to traditional commingled private equity funds (per The Wall Street Journal, 2024).
How is Formula Wealth related to Citadel?
Formula Wealth is a separate legal and operational entity from Citadel. It manages the personal wealth of Kenneth Griffin, who is also the founder and CEO of Citadel. The two entities are independent in governance and compliance, but Formula Wealth benefits from the intellectual capital and network access of Citadel's broader ecosystem (per The Wall Street Journal, 2024).
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Formula Wealth in Altss
Explore available research and relationship coverage for this adviser in Altss.