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TRANSPARENT WEALTH CONSULTING LLC
CRD 283193 · SEC 801-111906
51 COBBLECREEK RD VICTOR, NEW YORK, NY, 14564, United States
Phone
585-202-0305
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$42.8M
Discretionary AUM
$42.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $27.7M |
| High net worth individuals | 9 | $15.1M |
All web addresses on file
Official SEC filing: View on IAPD