TRANSPARENT WEALTH CONSULTING LLC

51 Cobblecreek Rd Victor
New York, New York 14564
Tel: 585-202-0305

About TRANSPARENT WEALTH CONSULTING LLC

TRANSPARENT WEALTH CONSULTING LLC, formally registered with the SEC as TRANSPARENT WEALTH CONSULTING LLC. The firm was established in 10/25/2017. They have over 1 offices throughout the country.

TRANSPARENT WEALTH CONSULTING LLC is a New York, New York based Financial Planning firm with nearly $41,446,022 assets under management, offering retirement planning & investment advisory services to 209 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283193
SEC#	801-111906
Assets Managed by Firm	$41,446,022
No. of Clients	209
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	209	$41,446,022
Individuals (other than high net worth individuals)	122	$27,335,347
High net worth individuals	9	$14,110,675

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