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 18 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 15 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 19 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 17 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 14 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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