| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Evans Carnick Control | Managing Director | Under 5% | 2016 |
| David James Kubik Control | President | Under 5% | 2016 |
| Focus Operating, LLC Control | Member | Over 75% | 2016 |
Transform Wealth, LLC. reports $3.4 billion in regulatory assets under management on its Form ADV.
Transform Wealth, LLC. reports 31 employees.
Transform Wealth, LLC. is based in Greenwood Village, CO.
Transform Wealth, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6400 S. Fiddlers Green Circle, Suite 1600, Greenwood Village, CO 80111 |
| Office hours | 9 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $3B |
| Non-discretionary | $372.4M |
| Total (RAUM) | $3.38B |