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$512.1K Total AUM
$218.1K Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
6 yrs Firm Age
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- Custodian
- Ameritas ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-19-2020
- Office Locations
- 1
Office Locations
3100 Interstate N Circle SE Suite 200 Atlanta GA
About Transformation Wealth Management, LLC
Transformation Wealth Management, LLC is a Atlanta-based RIA. The firm has been operating for 6 years. Managing $512.1K in total assets under management, with 1 advisory representatives. They custody assets with Ameritas and SEI.
Team overview
-- AVG AGE
$512.1K AVG AUM / ADVISOR
$51.2K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
Portia Jonelle Ryan-Gerton
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Management Advisor
- CRD
- #2199739
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,080 | -- |
| Non-Discretionary | $293,976 | -- |
| Total | $512,056 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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