Transitions Wealth Management LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Transitions Wealth Management LLC ✚
CRD #	107812
SEC #	801-61992
CIK #
AUM
Employees	7 (71% Investors, 0% Brokers)
Phone	303-221-4867
Address	4600 S Ulster St, Suite 1050 Denver, CO 80237-3610
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	242	60.3
(b) Individuals (high net worth individuals)	138	302.0
(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	8	21.2
(h) Charitable organizations	3	8.0
(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	0	0.0
(n) Other	0	0.0
Total	391	391.6
By Discretionary
Discretionary	391	391.6
Non-Discretionary	0	0.0
Total	391	391.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		391.6
Total	391	391.6

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