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Transitions Wealth Management, LLC
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Overview Share
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Denver, Colorado
$303.4 million AUM
1 office

Transitions Wealth Management, LLC is based in Denver, Colorado and has $303.4 million in assets under management.

Location
4600 S. Ulster St., Suite 1050
Denver, CO 80237
$303.4 million
AUM
5
Employees
AUM Share
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$303,440,173
Assets under management
1,063 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 273 $81,298,400 27% $297,796
High net worth individuals 83 $196,506,237 65% $2,367,545
Pension and profit sharing plans 7 $16,847,491 6% $2,406,784
Charitable organizations 4 $8,788,045 3% $2,197,011
Employees Share
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5
Employees
4
Investment analysts
80% of total employees
AUM per employee Share
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$303,440,173
Assets under management
$60,688,035
AUM per employee
$75,860,043
AUM per investment analyst
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Compensation

Transitions Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Transitions Wealth Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Firm data Share
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CRD number 107,812
SEC number 801-61992
Legal structure Limited Liability Company
Legal governance Colorado, United States
Latest ADV filing date May 30, 2020

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