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| Transparent Wealth Consulting LLC
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| |
|---|---|
| CRD # | 283193 |
| SEC # | 801-111906 |
| CIK # | |
| AUM | $41.4 MM (2024-03-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 585-202-0305 |
| Address | 51 Cobblecreek Rd Victor New York, NY 14564 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 27.3 |
| (b) Individuals (high net worth individuals) | 9 | 14.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 209 | 41.4 |
| By Discretionary | ||
| Discretionary | 209 | 41.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 209 | 41.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 41.4 | |
| Total | 209 | 41.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Seaway Advisors Ltd
✚
|
NY | 0.0 |
|
Family Dynasty Advisors LLC
✚
|
TX | 0.0 |
|
Intrepid Wealth Partners LLC
✚
|
FL | 0.0 |
|
Emstone Advisers LLC
✚
|
PA | 0.0 |
|
Carosa Stanton Asset Management LLC
✚
|
NY | 0.0 |
|
Carnegie Wealth Management LLC
✚
|
CA | 0.0 |
|
Lockwood Wealth Strategies LLC
✚
|
TX | 0.0 |
|
Hayden Capital LLC
✚
|
CA | 0.0 |
|
Tanaka Capital Management Inc
✚
|
NY | 0.0 |
|
Farther Asset Management LLC
✚
|
CA | 0.0 |