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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Asset Dedication LLC
✚
|
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 |
Redswan PC Inc
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TX | 2.5 |
Kellogg Asset Management LLC
✚
|
WI | 2.5 |
Montag A & Associates Inc
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|
GA | 2.5 |
Krilogy Financial LLC
✚
|
MO | 2.5 |
Daymark Wealth Partners LLC
✚
|
OH | 2.5 |
Moors & Cabot Inc
✚
|
MA | 2.5 |