TRANSFORM WEALTH, LLC

6400 S. Fiddlers Green Circle
Suite 1600
Greenwood Village, Colorado 80111
Tel: 303-741-2560

About TRANSFORM WEALTH, LLC

TRANSFORM WEALTH, LLC, formally registered with the SEC as TRANSFORM WEALTH, LLC. The firm was established in 04/01/2016. They have over 6 offices throughout the country.

TRANSFORM WEALTH, LLC is a Greenwood Village, Colorado based Financial Planning firm with nearly $2,514,306,619 assets under management, offering retirement planning & investment advisory services to 1745 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283403
SEC#	801-107796
Assets Managed by Firm	$2,514,306,619
No. of Clients	1745
No. of Advisors	30

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (ASSETS ON 3RD PARTY PLATFORMS. SEE 5.D.)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (SUB-ADVISORY SERVICES, CREDIT AND CASH MANAGEMENT SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1745	$2,514,306,619
Individuals (other than high net worth individuals)	1224	$312,825,896
High net worth individuals	458	$1,362,617,500
Pension and profit sharing plans	12	$468,141,537
Charitable organizations	5	$193,485
Corporations or other businesses	32	$48,444,100

More Retirement Planning firms in Greenwood Village, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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