Unclaimed Profile

Luis George Perez

TRANSFORM WEALTH, LLC.·GREENWOOD VILLAGE, Colorado

Clean recordTRANSFORM WEALTH, LLC.

6400 S. FIDDLERS GREEN CIRCLE, GREENWOOD VILLAGE, CO 80111CRD# 7896329Firm CRD# 283403

Profile Verification

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

Identity

Luis George Perez · GREENWOOD VILLAGE, CO

Registration

CRD #7896329 · TRANSFORM WEALTH, LLC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Luis George Perez is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with TRANSFORM WEALTH, LLC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TRANSFORM WEALTH, LLC.

TRANSFORM WEALTH, LLC

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRANSFORM WEALTH, LLC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Other: ASSETS ON 3RD PARTY PLATFORMS. SEE 5.D.

Regulatory

SEC/IARD CRD# 7896329

Firm CRD# 283403

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Luis George Perez offer?

Luis George Perez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Luis George Perez's credentials?

Luis George Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Luis George Perez located?

Luis George Perez is based in GREENWOOD VILLAGE, Colorado, working with TRANSFORM WEALTH, LLC.. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Luis George Perez charge for services?

Luis George Perez's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: assets on 3rd party platforms. see 5.d.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRANSFORM WEALTH, LLC.?

TRANSFORM WEALTH, LLC. has approximately 30 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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