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Building 2TRANSPARENT WEALTH PARTNERS LLC

Map pinLITTLE ROCK, AR
Phone(501) 537-1111
NotebookSEC #801-118453
Total AUM
$188.8M
Employees
4
Clients
202

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8315 CANTRELL ROAD
SUITE 240
LITTLE ROCK
AR 72227
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(501) 537-1111

ReceiptFinancials

Total AUM
$188.8M
Accounts
577
Discretionary
$183.8M
Accounts
575
Non-Discretionary
$5M
Accounts
2

ContactClients

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Individual Clients
151
AUM
$63.3M
HNW Individual Clients
50
AUM
$119.8M
Corporation or Business Clients
1
AUM
$5.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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