TRANSITUS WEALTH PARTNERS LLC

WILMINGTON, North Carolina·3 registered advisors·CRD# 311298
SEC# 801-1199101910-395-1991
01

Firm Overview

AUM
$228M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRANSITUS WEALTH PARTNERS LLC

3 registered advisors
Guy William Dowdy
WILMINGTON, North Carolina
Jocelyne A Marino
WILMINGTON, North Carolina
Ross Louis Marino
WILMINGTON, North Carolina
05

Office Locations

WILMINGTON, North Carolina
3 advisors

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Data sourced from SEC Form ADV filings. TRANSITUS WEALTH PARTNERS LLC (CRD# 311298) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.