Unclaimed Profile

Josh David Lozow

TRANSITIONS WEALTH MANAGEMENT, LLC·GREENWOOD VILLAGE, Colorado

Series 7, Series 63, Series 65Clean record23 years registeredTRANSITIONS WEALTH MANAGEMENT, LLC

8101 E PRENTICE AVENUE, GREENWOOD VILLAGE, CO 80111-2935CRD# 3024024Firm CRD# 107812

Profile Verification

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

Identity

Josh David Lozow · GREENWOOD VILLAGE, CO

Registration

CRD #3024024 · TRANSITIONS WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

BOK FINANCIAL PRIVATE WEALTH, INC.

Apr 2024 – present

MERCER GLOBAL ADVISORS INC.

Mar 2023 – Jun 2023

Denver, CO

BUCKINGHAM STRATEGIC WEALTH, LLC

Jul 2019 – Aug 2022

DENVER, CO

CAM INVESTOR SOLUTIONS

Aug 2017 – Jun 2019

DENVER, CO

GHP INVESTMENT ADVISORS INC

Oct 2016 – Dec 2016

DENVER, CO

TRANSITIONS WEALTH MANAGEMENT, LLC

Sep 2002 – Feb 2020

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 11, 2002

Years registered · 23

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 Josh David Lozow offer?

Josh David Lozow specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Josh David Lozow's credentials?

Josh David Lozow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Josh David Lozow located?

Josh David Lozow is based in GREENWOOD VILLAGE, Colorado, working with TRANSITIONS WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Josh David Lozow charge for services?

Josh David Lozow'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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