RIA Intel›Advisers›Colorado›TRANSFORM WEALTH, LLC.

TRANSFORM WEALTH, LLC.

Advisory

N·GREENWOOD VILLAGE, CO

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$3.4B

1-Year AUM Growth

+34.3%

3-Year CAGR

+27.1%

Employees

18

Assets Under Management

Total AUM$3.4B

Discretionary AUM$3.0B

Non-Discretionary AUM$372M

Discretionary %89%

Total Clients1,807

Team

Total Employees18

Investment Advisers31

Employee Growth (1Y)+12.5%

Filing History

Total Filings on Record31

First FilingApr 30, 2016

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 31 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRANSFORM WEALTH, LLC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.