Unclaimed Profile

Bruce Richard Bendell

TRANSITIONS WEALTH MANAGEMENT, LLC·DENVER, Colorado

Clean record27 years registeredTRANSITIONS WEALTH MANAGEMENT, LLC

4600 S. ULSTER ST., SUITE 1050, DENVER, CO 80237-3610CRD# 4370578Firm CRD# 107812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce Richard Bendell · DENVER, CO

Registration

CRD #4370578 · TRANSITIONS WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Jan 2024 – present

TRANSITIONS WEALTH MANAGEMENT, LLC

May 1999 – Aug 2024

GREENWOOD VILLAGE, CO

Registrations & Exams

Registration record

First registered · May 13, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRANSITIONS WEALTH MANAGEMENT, LLC

CRD 107812 · SEC 801-61992

AUM

$478M

Regulatory assets under management

Employees

414 client accounts

Services offered by TRANSITIONS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRANSITIONS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bruce Richard Bendell offer?

Bruce Richard Bendell specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are Bruce Richard Bendell's credentials?

Bruce Richard Bendell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Richard Bendell located?

Bruce Richard Bendell is based in DENVER, Colorado, working with TRANSITIONS WEALTH MANAGEMENT, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Bruce Richard Bendell charge for services?

Bruce Richard Bendell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRANSITIONS WEALTH MANAGEMENT, LLC?

TRANSITIONS WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $478M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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