TRANSITIONS WEALTH MANAGEMENT, LLC

DENVER, Colorado·8 registered advisors·CRD# 107812
SEC# 801-619920303-221-4867
01

Firm Overview

AUM
$478M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRANSITIONS WEALTH MANAGEMENT, LLC

8 registered advisors
Bruce Richard Bendell
DENVER, Colorado
Gary Paul Saltzman
DENVER, Colorado
Josh David Lozow
GREENWOOD VILLAGE, Colorado
Lawrence Lee Greenberg
GREENWOOD VILLAGE, Colorado
Michael Gene Simmons
DENVER, Colorado
Michelle Ruth Sandt-Wade
DENVER, Colorado
Richard Ira Negreann
DENVER, Colorado
Stephen Lynn Wenner
GREENWOOD VILLAGE, Colorado
05

Office Locations

DENVER, Colorado
5 advisors
GREENWOOD VILLAGE, Colorado
3 advisors

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Data sourced from SEC Form ADV filings. TRANSITIONS WEALTH MANAGEMENT, LLC (CRD# 107812) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.