TRANSPARENT WEALTH CONSULTING LLC
CRD #283193 SEC #801-111906 NEW YORK, NY 585-202-0305
SEC Registered
Total AUM
$42.8M
Discretionary
$42.8M
Employees
1
Clients
--
Accounts
178
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $42.8M | $42.8M | $0 | 1 | 0 |
| Mar 2024 | $41.4M | $41.4M | $0 | 1 | 0 |
| Mar 2023 | $42M | $42M | $0 | 1 | 0 |
| Mar 2022 | $46.2M | $46.2M | $0 | 1 | 0 |
| Mar 2022 | $45M | $45M | $0 | 1 | 0 |
| Jan 2022 | $45M | $45M | $0 | 1 | 0 |
| Aug 2021 | $45M | $45M | $0 | 1 | 0 |
| Mar 2021 | $45M | $45M | $0 | 1 | 0 |
| Jul 2020 | $42.3M | $42.3M | $0 | 1 | 0 |
| May 2020 | $42.3M | $42.3M | $0 | 1 | 0 |
| Apr 2020 | $42.3M | $42.3M | $0 | 1 | 0 |
| Apr 2020 | $42.3M | $42.3M | $0 | 1 | 0 |
| Mar 2020 | $42.3M | $42.3M | $0 | 1 | 0 |
| Jan 2020 | $35.3M | $35.3M | $0 | 1 | 0 |
| Jan 2020 | $35.3M | $35.3M | $0 | 1 | 0 |
| Apr 2019 | $35.3M | $35.3M | $0 | 1 | 0 |
| Mar 2019 | $35.3M | $35.3M | $0 | 1 | 0 |
| Jan 2019 | $35.3M | $35.3M | $0 | 1 | 0 |
| Dec 2018 | $35M | $35M | $0 | 1 | 0 |
| Dec 2018 | $35M | $35M | $0 | 1 | 0 |
| Aug 2018 | $35M | $35M | $0 | 1 | 0 |
| Mar 2018 | $35M | $35M | $0 | 1 | 0 |
| Feb 2018 | $34.9M | $34.9M | $0 | 1 | 1 |
| Nov 2017 | $34.9M | $34.9M | $0 | 1 | 1 |
| Sep 2017 | $33.8M | $33.8M | $0 | 1 | 173 |
| Sep 2017 | $33.8M | $33.8M | $0 | 1 | 173 |
DateMar 2025
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$41.4M
Discretionary$41.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$46.2M
Discretionary$46.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees1
Clients0
DateApr 2020
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees1
Clients0
DateApr 2020
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees1
Clients0
DateJan 2020
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees1
Clients0
DateJan 2020
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees1
Clients0
DateApr 2019
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees1
Clients0
DateJan 2019
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees1
Clients0
DateDec 2018
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees1
Clients0
DateDec 2018
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees1
Clients0
DateAug 2018
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees1
Clients0
DateFeb 2018
Total AUM$34.9M
Discretionary$34.9M
Non-Disc.$0
Employees1
Clients1
DateNov 2017
Total AUM$34.9M
Discretionary$34.9M
Non-Disc.$0
Employees1
Clients1
DateSep 2017
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees1
Clients173
DateSep 2017
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees1
Clients173