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| Happy Holidays!! thanks for using AUM13F!! |
| Transform Wealth LLC
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| CRD # | 283403 |
| SEC # | 801-107796 |
| CIK # | 0001682266 |
| AUM | $3.4 B (2025-03-25) |
| Employees | 31 (58% Investors, 0% Brokers) |
| Phone | 303-741-2560 |
| Address | 6400 S Fiddlers Green Circle Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001682266 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Powell Industries Inc | 277.3 | ||
| Apple Inc | 64.8 | ||
| Microsoft Corp | 56.6 | ||
| Nvidia Corp | 31.8 | ||
| Amazon Com Inc | 30.6 | ||
| Broadcom Inc | 28.6 | ||
| J P Morgan Chase & Co | 27.1 | ||
| Alphabet Inc | 23.3 | ||
| Goldman Sachs Group Inc | 20.9 | ||
| Wal Mart Stores Inc | 19.4 | ||
| AbbVie Inc | 19.0 | ||
| Exxon Mobil Corp | 17.9 | ||
| iShares Comex Gold Trust | 17.8 | ||
| Costco Wholesale Corp /NEW | 17.8 | ||
| Lam Research Corp | 17.3 | ||
| McKesson Corp | 16.1 | ||
| Accenture PLC | 16.0 | ||
| Health Care REIT Inc /DE/ | 16.0 | ||
| Chevron Corp | 15.4 | ||
| Facebook Inc | 15.3 | ||
| Aercap Holdings NV | 15.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,312 | 0.5 |
| (b) Individuals (high net worth individuals) | 421 | 1.9 |
| (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 | 26 | 0.6 |
| (h) Charitable organizations | 0 | 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 | 44 | 0.1 |
| (n) Other | 4 | 0.2 |
| Total | 1,810 | 3.4 |
| By Discretionary | ||
| Discretionary | 1,808 | 3.0 |
| Non-Discretionary | 2 | 0.4 |
| Total | 1,810 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 1,810 | 3.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001682266] | |
| SC 13G | [0001682266] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Thoroughbred Financial Services LLC
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|
TN | 3.4 |
|
G W Henssler & Associates Ltd
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|
GA | 3.4 |
|
Jefferies Investment Advisers LLC
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|
NY | 3.4 |
|
Performance Wealth Partners LLC
✚
|
IL | 3.4 |
|
Apexium Financial LP
✚
|
TX | 3.4 |
|
NFJ Investment Group LLC
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|
TX | 3.4 |
|
Beaumont Financial Advisors LLC
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|
MA | 3.4 |
|
Tandem Investment Advisors Inc
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|
SC | 3.4 |
|
CX Institutional LLC
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|
IN | 3.3 |
|
Johnson Sterling Inc
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|
AL | 3.3 |