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TRANSFORM WEALTH, LLC
GREENWOOD VILLAGE, CO
303-741-2560
SEC #801-107796Total AUM
$3.4B
Employees
31Clients
1,808Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6400 S. FIDDLERS GREEN CIRCLE
SUITE 1600
GREENWOOD VILLAGE
CO 80111
United States
SUITE 1600
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
303-741-2560
Other Offices
4
Financials
Total AUM
$3.4B
Accounts
1,810Discretionary
$3B
Accounts
1,808Non-Discretionary
$372.4M
Accounts
2
Clients
Individual Clients
1,312AUM
$504.1M
HNW Individual Clients
421AUM
$1.9B
Pension/Profit Sharing Plan Clients
26AUM
$641.3M
Charitable Organization Clients
1AUM
$41.1K
Corporation or Business Clients
44AUM
$82.6M
Other Clients
4AUM
$202.3M
Description of Other Clients
NON-PENSION,NON-CORP UNION ACCTS ASSETS ON THIRD PARTY PLATFORMS INCLUDING ADHESION,ENVESTNET, GOLDMAN SACHS ADVISORY AND SMARTX
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-ADVISORY SERVICES, CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ASSETS ON 3RD PARTY PLATFORMS. SEE 5.D
Compliance
Disclosures
None reported
State Registrations
ARAZCACOCTFLGAHIIAIDILINKSLAMIMNMOMSMTNCNENHNMNVNYOHOKORPASCTNTXUTVAWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.