Wealth Transitions, LLC

Wealth Transitions, LLC (CRD# 281677) is a financial advisory firm headquartered in , . They manage $35,360,114 in 104 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.wealthtransitions.net
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $340,001
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
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
Kristine O'brien, financial advisor Cincinnati OH
Kristine S. O'brien
CRD#: 2340429
Cincinnati, OH

Kristine O'brien (CRD# 2340429) is an Investment Advisor Representative working at Wealth Transitions, LLC in Cincinnati, OH and has over 27 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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