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| Transitus Wealth Partners LLC
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|
|
|---|---|
| CRD # | 311298 |
| SEC # | 801-119910 |
| CIK # | |
| AUM | $200.7 MM (2023-03-22) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 910-395-1991 |
| Address | 2104 Avondale Ave Wilmington, NC 28403-7059 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 144.3 |
| (b) Individuals (high net worth individuals) | 19 | 56.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 808 | 200.7 |
| By Discretionary | ||
| Discretionary | 799 | 198.2 |
| Non-Discretionary | 9 | 2.5 |
| Total | 808 | 200.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.7 | |
| Total | 808 | 200.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mack Investment Securities Inc
✚
|
IL | 0.2 |
|
Northern Capital Retirement Services Inc
✚
|
WA | 0.2 |
|
Mariaca Wealth Management LLC
✚
|
FL | 0.2 |
|
Simplicity Wealth LLC
✚
|
NJ | 0.2 |
|
DaVinci Financial Designs LLC
✚
|
SC | 0.2 |
|
Gibbs Wealth Management LLC
✚
|
GA | 0.2 |
|
Weitzel Financial Services Inc
✚
|
IA | 0.2 |
|
Familywealth Asset Management
✚
|
TX | 0.2 |
|
Investments & Financial Planning LLC
✚
|
KY | 0.2 |
|
First Financial Advisory Services Inc
✚
|
RI | 0.2 |