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| Transform Wealth LLC
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| |
|---|---|
| CRD # | 283403 |
| SEC # | 801-107796 |
| CIK # | 0001682266 |
| AUM | $2.5 BB (2024-03-28) |
| Employees | 30 (53% Investors, 0% Brokers) |
| Phone | 303-741-2560 |
| Address | 6400 S Fiddlers Green Circle Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| POWL | 279.9 | 240.1 | |
| MSFT | 1,918,222.4 | 59.3 | |
| AAPL | 2,382,844.0 | 52.3 | |
| AVGO | 201,282.9 | 29.8 | |
| GOOGL | 1,475,138.5 | 28.4 | |
| LRCX | 60,793.2 | 26.2 | |
| AMZN | 1,092,997.8 | 26.1 | |
| NVDA | 399,550.0 | 22.1 | |
| JPM | 340,169.2 | 19.3 | |
| XOM | 385,508.3 | 15.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,224 | 0.3 |
| (b) Individuals (high net worth individuals) | 458 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.5 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 0.0 |
| (n) Other | 14 | 0.3 |
| Total | 1,745 | 2.5 |
| By Discretionary | ||
| Discretionary | 1,742 | 2.5 |
| Non-Discretionary | 3 | 0.0 |
| Total | 1,745 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 1,745 | 2.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001682266] | |
| SC 13G | [0001682266] |
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|---|---|---|
|
Asset Dedication LLC
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|
CA | 2.5 |
|
The Renaissance Group LLC
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KY | 2.5 |
|
SYON Capital LLC
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CA | 2.5 |
|
Midland Wealth Advisors LLC
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IL | 2.5 |
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TX | 2.5 |
|
Kellogg Asset Management LLC
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WI | 2.5 |
|
Montag A & Associates Inc
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|
GA | 2.5 |
|
Krilogy Financial LLC
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|
MO | 2.5 |
|
Daymark Wealth Partners LLC
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|
OH | 2.5 |
|
Moors & Cabot Inc
✚
|
MA | 2.5 |