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Building 2TRANSITIONS WEALTH MANAGEMENT, LLC

Map pinDENVER, CO
Phone303-221-4867
NotebookSEC #801-61992
Total AUM
$478.4M
Employees
7
Clients
424

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4600 S. ULSTER ST., SUITE 1050
DENVER
CO 80237-3610
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
303-221-4867

ReceiptFinancials

Total AUM
$478.4M
Accounts
414
Discretionary
$478.4M
Accounts
414
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
254
AUM
$67.4M
HNW Individual Clients
159
AUM
$385M
Pension/Profit Sharing Plan Clients
8
AUM
$23.6M
Charitable Organization Clients
3
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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