Transitus Wealth Partners LLC

Transitus Wealth Partners LLC (CRD# 311298) is a financial advisory firm headquartered in Wilmington, NC. They manage $227,897,299 in 811 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
210-4 Avondale Ave, Wilmington, NC 28403
http://www.transituswealth.com
By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $281,008
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IA, IL, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NY, OH, OR, PA, SC, TN, TX, WV

Financial Advisors at Transitus Wealth Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Giblin, financial advisor Wilmington NC
Michael D. Giblin
CRD#: 2703417
210-4 Avondale Ave, Wilmington, NC 28403

Michael Giblin (CRD# 2703417) is an Investment Advisor Representative working at Transitus Wealth Partners LLC in Wilmington, NC and has over 27 years of experience in the finance industry.

2
Jeffrey Kirkpatrick, financial advisor Wilmington NC
Jeffrey K. Kirkpatrick
CRD#: 3069597
210-4 Avondale Ave, Wilmington, NC 28403

Jeffrey Kirkpatrick (CRD# 3069597) is an Investment Advisor Representative working at Transitus Wealth Partners LLC in Wilmington, NC and has over 25 years of experience in the finance industry.

3
Ross Marino, financial advisor Wilmington NC
Ross L. Marino
CRD#: 1881080
210-4 Avondale Ave, Wilmington, NC 28403

Ross Marino (CRD# 1881080) is an Investment Advisor Representative working at Transitus Wealth Partners LLC in Wilmington, NC and has over 35 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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