TRANSPARENT WEALTH CONSULTING LLC

RIASEC RegisteredEst. 2017

Total AUM

$42.8M

Discretionary

$42.8M

100% of AUM

Avg account

$240K

Accounts

178

Employees

Advisory reps

Firm details

Headquarters: VICTOR, New York
CRD number: 283193
Registered since: October 25, 2017
Website: www.transparentwealthconsulting.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals64.7%
HNWI35.3%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Transparent Wealth Consulting LLC operates as a limited liability company focused on providing financial advisory services primarily to individuals and families. Established in 2017, the firm offers portfolio management for individuals and small businesses, as well as pension consulting services. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While not an active ESG investor, Transparent Wealth Consulting LLC has carved out a niche in traditional investment management without the classification of a capital allocator or multi-state adviser.