W
$5.4M Total AUM
$5.4M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2021
- Office Locations
- 1
Office Locations
-- Mound MN
About Wealth DEN Financial
Wealth DEN Financial is a Mound-based RIA. The firm has been operating for 5 years. Managing $5.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
29 AVG AGE
$5.4M AVG AUM / ADVISOR
$200.7K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Konnor Kenneth Tranoris
Chief Compliance Officer, Owner
- CRD
- #6433536
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,420,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,420,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing