Wealth Transitions, LLC
Wealth Transitions, LLC (CRD# 281677) is a financial advisory firm headquartered in , . They manage $10,000,000 in 38 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts38ACCOUNTS
Average Account Value$263,158
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Kristy O'brien (CRD# 2340429) is an Investment Advisor Representative working at Wealth Transitions, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.