RIA Intel›Advisers›Georgia›TRANSFORMATION WEALTH MANAGEMENT, LLC

TRANSFORMATION WEALTH MANAGEMENT, LLC

Advisory

ATLANTA, GA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$102K

across 5 accounts

AUM per adviser

$512K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$512K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$512K

Discretionary AUM$218K

Non-Discretionary AUM$294K

Discretionary %42.6%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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AVANT GARDE CAPITAL, LLC

$472K

THROCKMORTON ADVISORS, LLC

$584K

JOHNS CREEK, GA

$594K

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