Transitions Wealth Management, LLC

Transitions Wealth Management, LLC (CRD# 107812) is a financial advisory firm headquartered in Denver, CO. They manage $478,400,182 in 414 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4600 S. Ulster St., Suite 1050, Denver, CO 80237
http://www.transitionswm.com
By the Numbers
  • Total Assets Under Management
    478
    MILLION
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $1,155,556
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Transitions Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Bruce Bendell, financial advisor Greenwood Village CO
Bruce R. Bendell
CRD#: 4370578
8101 E. Prentice Avenue, #800, Greenwood Village, CO 80111

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.

2
Richard Negreann, financial advisor Greenwood Village CO
Richard I. Negreann
CRD#: 4370581
8101 E. Prentice Avenue, #800, Greenwood Village, CO 80111

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.

3
Gary Saltzman, financial advisor Greenwood Village CO
Gary P. Saltzman
CRD#: 4370582
8101 E. Prentice Avenue, #800, Greenwood Village, CO 80111

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.

4
Michelle Sandt-Wade, financial advisor Denver CO
Michelle R. Sandt-Wade
CRD#: 2180883
4600 S. Ulster St., Suite 1050, Denver, CO 80237

Michelle Sandt-Wade (CRD# 2180883) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Denver, CO and has over 32 years of experience in the finance industry.

5
Michael Simmons, financial advisor Greenwood Village CO
Michael G. Simmons
CRD#: 2851294
8101 E. Prentice Ave., Suite 600, Greenwood Village, CO 80111

Michael Simmons (CRD# 2851294) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Greenwood Village, CO and has over 27 years of experience in the finance industry.

6
Charles Wetmore, financial advisor Denver CO
Charles B. Wetmore
CRD#: 6300925
4600 S. Ulster St., Suite 1050, Denver, CO 80237

Charles Wetmore (CRD# 6300925) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Denver, CO and has over 9 years of experience in the finance industry.

7
Adam Oliver, financial advisor Denver CO
Adam F. Oliver
CRD#: 7453245
4600 S. Ulster St., Suite 1050, Denver, CO 80237

Adam Oliver (CRD# 7453245) is an Investment Advisor Representative working at Transitions Wealth Management, LLC in Denver, CO and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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