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TRANSFORM WEALTH, LLC.
TRANSFORM WEALTH, LLC.
TRANSFORM WEALTH, LLC
GREENWOOD VILLAGE, Colorado
·
6 registered advisors
·
CRD# 283403
SEC# 801-107796
5
303-741-2560
01
Firm Overview
AUM
$2.5B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: ASSETS ON 3RD PARTY PLATFORMS. SEE 5.D.
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TRANSFORM WEALTH, LLC.
6 registered advisors
Craig Evans Carnick
GREENWOOD VILLAGE, Colorado
CRD# 702111
David James Kubik
GREENWOOD VILLAGE, Colorado
CRD# 4388810
Luis George Perez
GREENWOOD VILLAGE, Colorado
CRD# 7896329
Mark James Riley
GREENWOOD VILLAGE, Colorado
CRD# 1221961
Nathan James Kubik
GREENWOOD VILLAGE, Colorado
CRD# 3081407
William David Van Keulen
GREENWOOD VILLAGE, Colorado
CRD# 4611622
05
Office Locations
GREENWOOD VILLAGE, Colorado
6 advisors
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Data sourced from SEC Form ADV filings. TRANSFORM WEALTH, LLC. (CRD# 283403) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.