RIA Intel›Advisers›Ohio›WEALTH TRANSITIONS, LLC

WEALTH TRANSITIONS, LLC

Advisory

OH

Data as of Mar 3, 2026 · Source: SEC Form ADV

Average account

$360K

across 127 accounts

AUM per adviser

$46M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$46M

Discretionary AUM$43M

Non-Discretionary AUM$3M

Discretionary %93.1%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

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

51 clients

24 high-net-worth

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

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Advisers of similar size in OH

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

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$45M

PRIM ADVISORS INC

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$46M

TREECE INVESTMENT ADVISORY CORP

$45M

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