Transparent Wealth Consulting LLC
● SEC registered since 2017CRD 283193SEC# 801-111906New York, NY
Reg. AUM
$43.9M
Employees
1
Accounts
176
Location
New York, NY
Transparent Wealth Consulting LLC assets under management
Transparent Wealth Consulting LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2017. It reports $43.9 million in regulatory assets under management and employs 1 people.
Transparent Wealth Consulting LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colleen Fitzpatrick Knapp Control | Owner/Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Transparent Wealth Consulting LLC manage?
Transparent Wealth Consulting LLC reports $43.9 million in regulatory assets under management on its Form ADV.
How many employees does Transparent Wealth Consulting LLC have?
Transparent Wealth Consulting LLC reports 1 employees.
Where is Transparent Wealth Consulting LLC located?
Transparent Wealth Consulting LLC is based in New York, NY and has been SEC-registered since 2017.
Does Transparent Wealth Consulting LLC disclose fund performance?
Transparent Wealth Consulting LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 51 Cobblecreek Rd Victor, New York, NY 14564 |
| Phone | 585-202-0305 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$43.9M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$43.9Mregulatory AUM
Discretionary $43.9M