Transform Wealth, LLC
Transform Wealth, LLC (CRD# 283403) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $2,514,306,619 in 1,745 accounts and serve the financial needs of clients across 37 states (or territories).
-
Total Assets Under Management2,514MILLION
-
Total Number of Accounts1,745ACCOUNTS
-
Average Account Value$1,440,863
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Jonathan Ahalt (CRD# 4498529) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 7 years of experience in the finance industry.
Michael Ball (CRD# 1915309) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 30 years of experience in the finance industry.
Robert Campbell (CRD# 1133176) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 40 years of experience in the finance industry.
Craig Carnick (CRD# 702111) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 44 years of experience in the finance industry.
Sandra Chapman (CRD# 2470804) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 27 years of experience in the finance industry.
Yiwen Chen (CRD# 6592078)
As Portfolio Manager and Reporting Specialist, Yiwen provides analytical and quantitative support to the BSW Investment Group. He also manages BSW’s quarterly and annual financial client reporting process. Prior to joining the firm, Yiwen was a freelance web designer, an amateur DJ, and a student at the University of Colorado at Boulder. He graduated in 2011 with a BS in Business Administration with an emphasis in Finance.
Outside of the office, Yiwen enjoys basketball, football, snowboarding, and golfing. A self-professed techie, he also enjoys building, upgrading, integrating, and fixing computers and other systems. Had he not studied business in college, he would have explored astrophysics and other galactic objects, his childhood fascination.
Education, accreditation, leadership and service:
- BS, University of Colorado Boulder
- 2015 Level III Candidate in the Certified Financial Analyst (CFA®) Program
John Hancock (CRD# 2830486) is an Investment Advisor Representative working at Transform Wealth, LLC in Denver, CO and has over 27 years of experience in the finance industry.
Clarissa Hobson (CRD# 5121067) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 17 years of experience in the finance industry.
David Kubik (CRD# 4388810) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 22 years of experience in the finance industry.
Nathan Kubik (CRD# 3081407) is an Investment Advisor Representative working at Transform Wealth, LLC in Greenwood Village, CO and has over 24 years of experience in the finance industry.