Transitions Wealth Management, LLC

Transitions Wealth Management, LLC (CRD# 107812) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $200,818,846 in 1,004 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    1,004
    ACCOUNTS
  • Average Account Value
    $200,019
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, NE, TX

Financial Advisors at Transitions Wealth Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Josh D. Lozow
CRD#: 3024024
8101 East Prentice Avenue, #800, Greenwood Village, CO 80111
93
Wealthminder
score

Josh Lozow (CRD# 3024024) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Greenwood Village, CO and has over 19 years of experience in the finance industry.

2
Michael S. Nelson
CRD#: 4582216
8101 E. Prentice, Suite 600, Greenwood Village, CO 80111
93
Wealthminder
score

Michael Nelson (CRD# 4582216) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Greenwood Village, CO and has over 16 years of experience in the finance industry.

3
Michael G. Simmons
CRD#: 2851294
8101 E. Prentice Ave., Suite 600, Greenwood Village, CO 80111
93
Wealthminder
score

Michael Simmons (CRD# 2851294) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Greenwood Village, CO and has over 20 years of experience in the finance industry.

4
Stephen L. Wenner
CRD#: 3227089
8101 E. Prentice Avenue, #800, Greenwood Village, CO 80111
93
Wealthminder
score

Stephen Wenner (CRD# 3227089) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Greenwood Village, CO and has over 18 years of experience in the finance industry.

5
Timothy K. West
CRD#: 4621723
8101 E. Prentice Ave., #600, Greenwood Village, CO 80111
93
Wealthminder
score

Timothy West (CRD# 4621723) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Greenwood Village, CO and has over 15 years of experience in the finance industry.

6
Bruce R. Bendell
CRD#: 4370578
8101 E. Prentice Avenue, #800, Greenwood Village, CO 80111
87
Wealthminder
score

Bruce Bendell (CRD# 4370578) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

7
Richard I. Negreann
CRD#: 4370581
8101 E. Prentice Avenue, #800, Greenwood Village, CO 80111
87
Wealthminder
score

Richard Negreann (CRD# 4370581) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

8
Gary P. Saltzman
CRD#: 4370582
8101 E. Prentice Avenue, #800, Greenwood Village, CO 80111
87
Wealthminder
score

Gary Saltzman (CRD# 4370582) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

9
Michelle R. Sandt-Wade
CRD#: 2180883
8101 E Prentice Avenue, #800, Greenwood Village, CO 80111
83
Wealthminder
score

Michelle Sandt-Wade (CRD# 2180883) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Greenwood Village, CO and has over 25 years of experience in the finance industry.

10
Lawrence L. Greenberg
CRD#: 4370580
8101 E. Prentice Avenue, #800, Greenwood Village, CO 80111
67
Wealthminder
score

Lawrence Greenberg (CRD# 4370580) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Greenwood Village, CO and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.