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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-28-2015
- Office Locations
- 1
Office Locations
About Wealth Transitions, LLC
Wealth Transitions, LLC is a Cincinnati-based, fee-only RIA founded in 2015 by principal Kristy O’Brien (20+ years in the industry). The firm works one-on-one with individuals navigating retirement planning and major life transitions, providing comprehensive financial planning, portfolio management tailored to risk tolerance and income needs, and tax-aware strategies like tax-loss harvesting and pretax savings guidance. Investment implementation commonly uses diversified public-market funds/ETFs and is typically custodied at firms such as Schwab or Fidelity.
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
KRISTINE SUE O'BRIEN
Chief Compliance Officer, Founder, Managing Member, Principal
- CRD
- #2340429
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,554,118 | -- |
| Non-Discretionary | $3,163,554 | -- |
| Total | $45,717,672 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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