# Formula Wealth

Formula Wealth is a Multi Family Office based in Fairhope.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Fairhope
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** formulawealth.com
- **LinkedIn:** https://www.linkedin.com/company/formulawealth

## Regulatory record

- **CRD number:** 308923
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308923

## About

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.

## Sectors

- Hedge Funds
- Private Credit
- Real Estate
- Infrastructure
- Energy Transition & Renewables

## People

- Kenneth C. Griffin — Founder and CEO

## 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).

## Related profiles

- [Wendt Financial Advisors](https://altss.com/profile/wendt-financial-advisors-llc)
- [Montage Financial Advisors](https://altss.com/profile/montage-financial-advisors)

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Last updated: 2026-08-11T15:06:49.768Z

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