Wealth Transitions
RIAState Registered
Total AUM
$6.2M
Discretionary
$6.2M
100% of AUM
Avg account
$134K
Accounts
46
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 333628
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.76%
- HNWI45.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wealth Transitions is an independent, individually owned RIA that serves primarily individual and family clients. The adviser provides comprehensive financial planning and portfolio management for individuals and small businesses, along with pension consulting services and educational seminars. Its billing structure mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not present itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations