Unclaimed Profile

Michelle Ruth Sandt-Wade

TRANSITIONS WEALTH MANAGEMENT, LLC·DENVER, Colorado

Series 7, Series 24, Series 63, Series 65CFP24 years registeredTRANSITIONS WEALTH MANAGEMENT, LLC

4600 S. ULSTER ST., SUITE 1050, DENVER, CO 80237-3610CRD# 2180883Firm CRD# 107812

Profile Verification

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

Identity

Michelle Ruth Sandt-Wade · DENVER, CO

Registration

CRD #2180883 · TRANSITIONS WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Jan 2024 – present

TRANSITIONS WEALTH MANAGEMENT, LLC

Aug 2015 – Aug 2024

DENVER, CO

H. BECK, INC.

Jul 2002 – Sep 2004

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 11, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

1995Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Michelle Ruth Sandt-Wade offer?

Michelle Ruth Sandt-Wade specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are Michelle Ruth Sandt-Wade's credentials?

Michelle Ruth Sandt-Wade holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michelle Ruth Sandt-Wade located?

Michelle Ruth Sandt-Wade 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 Michelle Ruth Sandt-Wade charge for services?

Michelle Ruth Sandt-Wade'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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