SEC Form ADV

TRANSPARENT WEALTH CONSULTING LLC

Firm profile: Transparent Wealth Consulting — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY
$42.8M
Assets Under Management
178
Total Clients
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Registration Details

Accession
CRD-283193
Location
NEW YORK, NY
Filing Date
March 27, 2025
AUM
$42.8M
Total Clients
178
Amendment
No

About this Adviser

TRANSPARENT WEALTH CONSULTING LLC is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $42.8M in assets across 178 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.