Luis George Perez is listed as Chief Operating Officer at Transform Wealth, LLC. in Greenwood Village, CO. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Transform Wealth, LLC.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Luis George Perez work?
Luis George Perez is listed as Chief Operating Officer at Transform Wealth, LLC. on SEC Form ADV.
How much of Transform Wealth, LLC. does Luis George Perez own?
Form ADV reports a beneficial ownership band of Under 5%.