Transparent Wealth Consulting LLC

Overview

Transparent Wealth Consulting LLC is an SEC-registered limited liability company that began registration in 2017 and is owned by an individual principal. The firm advises individual and family clients, offering portfolio management for individuals and small businesses and providing pension consulting services. Its billing arrangements are flexible: percentage-of-AUM, hourly charges, and fixed fees are all used depending on the engagement. The adviser is not flagged as an active ESG investor and does not operate as a multi-state adviser per the available records. It reports using external managers for some allocations rather than acting as a direct capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices