Transparent Wealth Consulting LLC

Transparent Wealth Consulting LLC (CRD# 283193) is a financial advisory firm headquartered in New York, NY. They manage $42,000,000 in 209 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
51 Cobblecreek Rd Victor, New York, NY 14564
https://www.tranparentwealthconsulting.com
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $200,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

FL, NY, TX

Financial Advisors at Transparent Wealth Consulting LLC
Showing 1 - 1 of 1 top financial advisors.
1
Colleen Knapp, financial advisor New York NY
Colleen F. Knapp
CRD#: 847427
51 Cobblecreek Rd Victor, New York, NY 14564

Colleen Knapp (CRD# 847427) is an Investment Advisor Representative working at Transparent Wealth Consulting LLC in New York, NY and has over 30 years of experience in the finance industry.

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