Transform Wealth, LLC

Transform Wealth, LLC (CRD# 283403) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $2,201,893,915 in 1,565 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,202
    MILLION
  • Total Number of Accounts
    1,565
    ACCOUNTS
  • Average Account Value
    $1,406,961
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Transform Wealth, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Jonathan D. Ahalt
CRD#: 4498529
6400 S. Fiddlers Green Circle, Suite 1600, Greenwood Village, CO 80111

Jonathan Ahalt (CRD# 4498529) 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.

2
Michael G. Ball
CRD#: 1915309
6400 S. Fiddlers Green Circle, Suite 1600, Greenwood Village, CO 80111

Michael Ball (CRD# 1915309) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 30 years of experience in the finance industry.

3
Robert L. Campbell
CRD#: 1133176
6400 Fiddlers Green Circle, Suite 1600, Greenwood Village, CO 80111

Robert Campbell (CRD# 1133176) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 40 years of experience in the finance industry.

4
Craig E. Carnick
CRD#: 702111
6400 Fiddlers Green Circle, Suite 1600, Greenwood Village, CO 80111

Craig Carnick (CRD# 702111) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 44 years of experience in the finance industry.

5
Sandra L. Chapman
CRD#: 2470804
6400 Fiddlers Green Circle, Suite 1600, Greenwood Village, CO 80111

Sandra Chapman (CRD# 2470804) 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.

6
Yiwen Chen
CRD#: 6592078
6400 Fiddlers Green Circle, Suite 1600, Greenwood Village, CO 80111

Yiwen Chen (CRD# 6592078) 

 

As Portfolio Manager and Reporting Specialist, Yiwen provides analytical and quantitative support to the BSW Investment Group. He also manages BSW’s quarterly and annual financial client reporting process. Prior to joining the firm, Yiwen was a freelance web designer, an amateur DJ, and a student at the University of Colorado at Boulder. He graduated in 2011 with a BS in Business Administration with an emphasis in Finance.

Outside of the office, Yiwen enjoys basketball, football, snowboarding, and golfing. A self-professed techie, he also enjoys building, upgrading, integrating, and fixing computers and other systems. Had he not studied business in college, he would have explored astrophysics and other galactic objects, his childhood fascination.

Education, accreditation, leadership and service:

  • BS, University of Colorado Boulder
  • 2015 Level III Candidate in the Certified Financial Analyst (CFA®) Program
7
John H. Hancock
CRD#: 2830486
6400 S. Fiddlers Green Circle, Suite 1600, Greenwood Village, CO 80111

John Hancock (CRD# 2830486) 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.

8
Clarissa R. Hobson
CRD#: 5121067
6400 Fiddlers Green Circle, Suite 1600, Greenwood Village, CO 80111

Clarissa Hobson (CRD# 5121067) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 17 years of experience in the finance industry.

9
David J. Kubik
CRD#: 4388810
6400 Fiddlers Green Circle, Suite 1600, Greenwood Village, CO 80111

David Kubik (CRD# 4388810) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 22 years of experience in the finance industry.

10
Nathan J. Kubik
CRD#: 3081407
6400 Fiddlers Green Circle, Suite 1600, Greenwood Village, CO 80111

Nathan Kubik (CRD# 3081407) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 24 years of experience in the finance industry.

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