TRANSFORMATIVE WEALTH MANAGEMENT LLC

RIASEC Registered

Total AUM

$43.6M

Discretionary

$42.8M

98% of AUM

Avg account

$162K

Accounts

269

Employees

Advisory reps

Firm details

Headquarters: EL CERRITO, California
CRD number: 283660
Website: www.transformativewealthmgt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals54.49%
HNWI45.47%
Pension & Profit Sharing Plans0.04%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Transformative Wealth Management LLC operates as an independent registered investment advisor (RIA) and focuses on providing personalized financial planning and portfolio management services primarily for individuals and families. The firm is structured as a limited liability company and is owned by an individual. It employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. The firm is also recognized as an active investor in environmental, social, and governance (ESG) initiatives, reflecting a commitment to sustainable investing practices.