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$43.9M Total AUM
$43.9M Disc. AUM
1.3% 3Y CAGR
1 Employees
117 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Transamerica
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
51 Cobblecreek RD Victor NEW York NY
About Transparent Wealth Consulting LLC
Transparent Wealth Consulting LLC is a NEW York-based RIA. The firm has been operating for 9 years. Managing $43.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$43.9M AVG AUM / ADVISOR
$374.9K AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
C
COLLEEN FITZPATRICK KNAPP
Chief Compliance Officer, Owner
- CRD
- #847427
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,860,030 | $249,205 |
| Non-Discretionary | $0 | -- |
| Total | $43,860,030 | $249,205 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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