Transitions Wealth Management, LLC

Transitions Wealth Management, LLC (CRD# 107812) is a financial advisory firm headquartered in Denver, CO. They manage $391,584,775 in 391 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    392
    MILLION
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $1,001,496
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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 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 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 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 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 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 26 years of experience in the finance industry.

6
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 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.

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