Transform Wealth, LLC
Transform Wealth, LLC (CRD# 283403) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $2,514,306,619 in 1,745 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management2,514MILLION
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Total Number of Accounts1,745ACCOUNTS
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Average Account Value$1,440,863
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Richard Leader (CRD# 730325) is an Investment Advisor Representative working at Transform Wealth, LLC in Winston Salem, NC and has over 42 years of experience in the finance industry.
Michael Meador (CRD# 5882774) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 10 years of experience in the finance industry.
Linda Penfold (CRD# 4196894) is an Investment Advisor Representative working at Transform Wealth, LLC in Denver, CO and has over 18 years of experience in the finance industry.
Gordan Post (CRD# 2002825) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 27 years of experience in the finance industry.
Kenneth Tillman (CRD# 6192684) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 10 years of experience in the finance industry.
William Van Keulen (CRD# 4611622) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 21 years of experience in the finance industry.
Phillip Woodford (CRD# 6451668) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 7 years of experience in the finance industry.
Dylan Burke (CRD# 7422861) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.
Sara Kohr (CRD# 7741341) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.
Thomas Maxfield (CRD# 6884722) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 7 years of experience in the finance industry.