TRANSITIONS WEALTH MANAGEMENT, LLC
CRD #107812 SEC #801-61992 DENVER, CO 303-221-4867
SEC Registered
Total AUM
$391.6M
Discretionary
$391.6M
Employees
7
Clients
101
Accounts
391
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $478.4M | $478.4M | $0 | 7 | 414 |
| Jan 2024 | $391.6M | $391.6M | $0 | 7 | 391 |
| Jan 2024 | $391.6M | $391.6M | $0 | 7 | 391 |
| Mar 2023 | $391.6M | $391.6M | $0 | 7 | 391 |
| Jun 2022 | $423.4M | $423.4M | $0 | 6 | 378 |
| Mar 2022 | $423.4M | $423.4M | $0 | 6 | 378 |
| May 2021 | $348.2M | $348.2M | $0 | 6 | 0 |
| Mar 2021 | $348.2M | $348.2M | $0 | 6 | 0 |
| Mar 2021 | $348.2M | $348.2M | $0 | 6 | 0 |
| Jun 2020 | $303.4M | $303.4M | $0 | 5 | 0 |
| May 2020 | $303.4M | $303.4M | $0 | 5 | 0 |
| Feb 2020 | $255.8M | $255.8M | $0 | 5 | 0 |
| Mar 2019 | $255.8M | $255.8M | $0 | 7 | 0 |
| Mar 2018 | $262.7M | $262.7M | $0 | 8 | 0 |
| Feb 2017 | $202.1M | $202.1M | $0 | 12 | 200 |
| Oct 2016 | $200.8M | $200.8M | $0 | 12 | 242 |
| Aug 2016 | $200.8M | $200.8M | $0 | 12 | 242 |
| Mar 2016 | $200.8M | $200.8M | $0 | 12 | 242 |
| Mar 2015 | $218M | $218M | $0 | 10 | 247 |
| Mar 2015 | $218M | $218M | $0 | 10 | 247 |
| Oct 2014 | $221.8M | $221.8M | $0 | 10 | 251 |
| Jan 2014 | $221.8M | $221.8M | $0 | 10 | 251 |
| Feb 2013 | $198.9M | $198.9M | $0 | 10 | 256 |
| Jul 2012 | $182.5M | $182.5M | $0 | 6 | 300 |
| Jul 2012 | $182.5M | $182.5M | $0 | 6 | 300 |
| Mar 2012 | $182.5M | $182.5M | $0 | 6 | 300 |
| Nov 2011 | $192.9M | $192.9M | $0 | 6 | 251 |
| Aug 2011 | $192.9M | $192.9M | $0 | 10 | -- |
| Jul 2011 | $192.9M | $192.9M | $0 | 10 | -- |
| Dec 2010 | $168.2M | $168.2M | $0 | 10 | -- |
| Feb 2007 | $175.4M | $175.4M | $0 | 10 | -- |
| Feb 2006 | $127.8M | $127.8M | $0 | 10 | -- |
| Feb 2005 | $106.5M | $106.5M | $0 | 10 | -- |
| Jul 2004 | $70.3M | $70M | $346K | 10 | -- |
| Mar 2004 | $70.3M | $70M | $346K | 10 | -- |
| Oct 2001 | $23.4M | $23.4M | $0 | 10 | -- |
| May 2001 | $28.1M | $28.1M | $0 | 10 | -- |
DateMar 2024
Total AUM$478.4M
Discretionary$478.4M
Non-Disc.$0
Employees7
Clients414
DateJan 2024
Total AUM$391.6M
Discretionary$391.6M
Non-Disc.$0
Employees7
Clients391
DateJan 2024
Total AUM$391.6M
Discretionary$391.6M
Non-Disc.$0
Employees7
Clients391
DateMar 2023
Total AUM$391.6M
Discretionary$391.6M
Non-Disc.$0
Employees7
Clients391
DateJun 2022
Total AUM$423.4M
Discretionary$423.4M
Non-Disc.$0
Employees6
Clients378
DateMar 2022
Total AUM$423.4M
Discretionary$423.4M
Non-Disc.$0
Employees6
Clients378
DateMay 2021
Total AUM$348.2M
Discretionary$348.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$348.2M
Discretionary$348.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$348.2M
Discretionary$348.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$255.8M
Discretionary$255.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$255.8M
Discretionary$255.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$262.7M
Discretionary$262.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2017
Total AUM$202.1M
Discretionary$202.1M
Non-Disc.$0
Employees12
Clients200
DateOct 2016
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees12
Clients242
DateAug 2016
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees12
Clients242
DateMar 2016
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees12
Clients242
DateMar 2015
Total AUM$218M
Discretionary$218M
Non-Disc.$0
Employees10
Clients247
DateMar 2015
Total AUM$218M
Discretionary$218M
Non-Disc.$0
Employees10
Clients247
DateOct 2014
Total AUM$221.8M
Discretionary$221.8M
Non-Disc.$0
Employees10
Clients251
DateJan 2014
Total AUM$221.8M
Discretionary$221.8M
Non-Disc.$0
Employees10
Clients251
DateFeb 2013
Total AUM$198.9M
Discretionary$198.9M
Non-Disc.$0
Employees10
Clients256
DateJul 2012
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees6
Clients300
DateJul 2012
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees6
Clients300
DateNov 2011
Total AUM$192.9M
Discretionary$192.9M
Non-Disc.$0
Employees6
Clients251
DateAug 2011
Total AUM$192.9M
Discretionary$192.9M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$192.9M
Discretionary$192.9M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$168.2M
Discretionary$168.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$175.4M
Discretionary$175.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$70.3M
Discretionary$70M
Non-Disc.$346K
Employees10
Clients--
DateMar 2004
Total AUM$70.3M
Discretionary$70M
Non-Disc.$346K
Employees10
Clients--
DateOct 2001
Total AUM$23.4M
Discretionary$23.4M
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$28.1M
Discretionary$28.1M
Non-Disc.$0
Employees10
Clients--