RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 5, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERNA Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICERNA Control
SALTZMAN, GARY, PAULIMEMBERNA Control
SALTZMAN, GARY, PAULIMEMBERNA Control
SALTZMAN, GARY, PAULIMEMBERNA Control
SANDT-WADE, MICHELLE, RUTHIMEMBERNA
SANDT-WADE, MICHELLE, RUTHIMEMBERNA
SANDT-WADE, MICHELLE, RUTHIMEMBERNA
SIMMONS, MICHAEL, GENEIMEMBERNA
SIMMONS, MICHAEL, GENEIMEMBERNA
SIMMONS, MICHAEL, GENEIMEMBERNA
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERE Control
MERCER GLOBAL ADVISORS INC.DEPARENT COMPANYE Control
MERCER GLOBAL ADVISORS INC.DEPARENT COMPANYE Control
MERCER GLOBAL ADVISORS INC.DEPARENT COMPANYE Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERC Control
GREENBERG, LAWRENCE, LEEIMEMBERC Control
GREENBERG, LAWRENCE, LEEIMEMBERC Control
NEGREANN, RICHARD, IRAIMEMBERC Control
NEGREANN, RICHARD, IRAIMEMBERC Control
NEGREANN, RICHARD, IRAIMEMBERC Control
NEGREANN, RICHARD, IRAIMEMBERC Control
NEGREANN, RICHARD, IRAIMEMBERC Control
NEGREANN, RICHARD, IRAIMEMBERC Control
NEGREANN, RICHARD, IRAIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
SALTZMAN, GARY, PAULIMEMBERC Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMANAGING MEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMANAGING MEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMEMBERB Control
BENDELL, BRUCE, RICHARDIMANAGING MEMBERB Control
BENDELL, BRUCE, RICHARDICCO/MANAGING MEMBERB Control
GREENBERG, CHAD, JEFFREYIMEMBERB Control
GREENBERG, CHAD, JEFFREYIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
GREENBERG, LAWRENCE, LEEIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
NEGREANN, RICHARD, IRAIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SALTZMAN, GARY, PAULIMEMBERB Control
SILVERSTAIN, BARRYIMEMBERB Control
SILVERSTAIN, BARRYIMEMBERB Control
SILVESTAIN, BARRY, HOWARDIMEMBERB Control
SILVESTAIN, BARRY, HOWARDIMEMBERB Control
SILVESTAIN, BARRY, HOWARDIMEMBERB Control
SILVESTAIN, BARRY, HOWARDIMEMBERB Control
SILVESTAIN, BARRY, HOWARDIMEMBERB Control
SILVESTAIN, BARRY, HOWARDIMEMBERB Control
WENNER, STEPHENIMANAGERB Control
WENNER, STEPHENIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
WENNER, STEPHEN, LYNNIMANAGERB Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICER/MEMBERA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICER/MEMBERA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICER/MEMBERA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICER/MEMBERA Control
LOZOW, JOSH, DAVIDICHIEF COMPLIANCE OFFICER/MEMBERA Control
LOZOW, JOSH, DAVIDIMEMBERA Control
SANDT-WADE, MICHELLE, RUTHIMEMBERA
SANDT-WADE, MICHELLE, RUTHIMEMBERA
SANDT-WADE, MICHELLE, RUTHIMEMBERA
SANDT-WADE, MICHELLE, RUTHIMEMBERA
SANDT-WADE, MICHELLE, RUTHIMEMBERA
SANDT-WADE, MICHELLE, RUTHIMEMBERA
SANDT-WADE, MICHELLE, RUTHIMEMBERA
SANDT-WADE, MICHELLE, RUTHIMEMBERA
SIMMONS, MICHAEL, GENEIMEMBERA
SIMMONS, MICHAEL, GENEIMEMBERA
SIMMONS, MICHAEL, GENEIMEMBERA
SIMMONS, MICHAEL, GENEIMEMBERA
SIMMONS, MICHAEL, GENEIMEMBERA
SIMMONS, MICHAEL, GENEIMEMBERA
SIMMONS, MICHAEL, GENEIMEMBERA
SIMMONS, MICHAEL, GENEIMEMBERA
SIMMONS, MICHAEL, GENEIMEMBERA
SIMMONS, MICHAEL, GENEIMEMBERA

Registrations

Federal

IA
Jan 5, 2024 REGISTERED

Notice Filings (4)

CO NE NH TX

Address

4600 S. ULSTER ST., SUITE 1050
DENVER, CO 80237-3610
United States
Phone: 303-221-4867