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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-05-2024
- Office Locations
- 1
Office Locations
About Wealth Transitions
Wealth Transitions is a Forest Lake, MN advisory led by Thomas Hallberg, AAMS, serving families and individual investors with no-commission financial planning, investment management, and financial education. Offers hourly consulting plus ongoing discretionary/non-discretionary portfolio management using stocks, ETFs, mutual funds, and corporate/municipal fixed income, with focus on estate preservation, retirement income, tax reduction, charitable giving, and multigenerational wealth transfer. Works with clients via Schwab Alliance.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Thomas Michael Hallberg
Associate, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #3053755
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,155,799 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,155,799 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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