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Transparent Wealth Consulting LLC

● SEC registered since 2017CRD 283193SEC# 801-111906New York, NY
Export (members)
Reg. AUM
$42.8M
Employees
1
Accounts
178
Location
New York, NY

Transparent Wealth Consulting LLC assets under management

Transparent Wealth Consulting LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2017. It reports $42.8 million in regulatory assets under management and employs 1 people.
www.tranparentwealthconsulting.comView on SEC.gov ↗

Transparent Wealth Consulting LLC owners & executives

1 reported
NameTitleOwnershipSince
Colleen Fitzpatrick Knapp ControlOwner/Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Transparent Wealth Consulting LLC manage?

Transparent Wealth Consulting LLC reports $42.8 million in regulatory assets under management on its Form ADV.

How many employees does Transparent Wealth Consulting LLC have?

Transparent Wealth Consulting LLC reports 1 employees.

Where is Transparent Wealth Consulting LLC located?

Transparent Wealth Consulting LLC is based in New York, NY and has been SEC-registered since 2017.

Does Transparent Wealth Consulting LLC disclose fund performance?

Transparent Wealth Consulting LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address51 Cobblecreek Rd Victor, New York, NY 14564
Phone585-202-0305
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$42.8M
Non-discretionary$0
Total (RAUM)$42.8M