Transition Financial Advisors Group, LLC
● SEC registered since 2018CRD 116089SEC# 801-113459
Reg. AUM
$300.6M
Employees
7
Accounts
781
Location
—
Transition Financial Advisors Group, LLC assets under management
Transition Financial Advisors Group, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $300.6 million in regulatory assets under management and employs 7 people.
Transition Financial Advisors Group, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Advantage Financial Services Buyer, LLC Control | Managing Member | Over 75% | 2025 |
| Brian Dale Wruk Control | President And Chief Compliance Officer | Under 5% | 2001 |
| Mitchell Evan Marenus Control | Chief Investment Officer | Under 5% | 2011 |
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Join to unlock · $37/moFrequently asked questions
How much does Transition Financial Advisors Group, LLC manage?
Transition Financial Advisors Group, LLC reports $300.6 million in regulatory assets under management on its Form ADV.
How many employees does Transition Financial Advisors Group, LLC have?
Transition Financial Advisors Group, LLC reports 7 employees.
Does Transition Financial Advisors Group, LLC disclose fund performance?
Transition Financial Advisors Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (480) 722-9414 |
| Fax | (480) 812-2090 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$300.6M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$300.6Mregulatory AUM
Discretionary $300.6M