SEC Form ADV

TRANSPARENT WEALTH CONSULTING LLC

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

Registered Investment AdviserNY

$43.9M

Assets Under Management

Employees

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Registration Details

Accession: crd-283193
Location: NEW YORK, NY
Filing Date: June 23, 2026
AUM: $43.9M
Employees: 1
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

TRANSPARENT WEALTH CONSULTING LLC is a registered investment adviser headquartered in NEW YORK, NY, managing approximately $43.9M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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