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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $263,158
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
  • Educational seminars/workshops
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.

OH, TX

Financial Advisors at Wealth Transitions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kristy S. O'brien
CRD#: 2340429
Cincinnati, OH
93
Wealthminder
score

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.

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