RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERE Control
KNAPP, COLLEEN, FITZPATRICKIOWNERD Control
KNAPP, COLLEEN, FITZPATRICKIOWNERD Control
KNAPP, COLLEEN, FITZPATRICKIOWNERD Control
KNAPP, COLLEEN, FITZPATRICKIOWNERD Control
KNAPP, COLLEEN, FITZPATRICKIOWNERD Control
KNAPP, COLLEEN, FITZPATRICKIOWNERD Control
KNAPP, COLLEEN, FITZPATRICKIOWNERD Control
KNAPP, COLLEEN, FITZPATRICKIOWNERD Control
KNAPP, COLLEEN, FITZPATRICKIOWNER/CHIEF COMPLIANCE OFFICERD Control
KNAPP, COLLEEN, FITZPATRICKIOWNERD Control
KNAPP, COLLEEN, FITZPATRICKIOWNERD Control
KNAPP, CHELSEA, MARIEIADVISOR & CHIEF COMPLIANCE OFFICERC Control
KNAPP, CHELSEA, MARIEIADVISOR & CHIEF COMPLIANCE OFFICERC Control
KNAPP, CHELSEA, MARIEIADVISOR & CHIEF COMPLIANCE OFFICERC Control
KNAPP, CHELSEA, MARIEIADVISOR & CHIEF COMPLIANCE OFFICERC Control
KNAPP, CHELSEA, MARIEIADVISOR & CHIEF COMPLIANCE OFFICERC Control
KNAPP, CHELSEA, MARIEIADVISOR & CHIEF COMPLIANCE OFFICERC Control
KNAPP, CHELSEA, MARIEIADVISOR & CHIEF COMPLIANCE OFFICERC Control
KNAPP, CHELSEA, MARIEIADVISOR & CHIEF COMPLIANCE OFFICERC Control
KNAPP, CHELSEA, MARIEIADVISORC Control
KNAPP, CHELSEA, MARIEIADVISOR & CHIEF COMPLIANCE OFFICERC Control
KNAPP, CHELSEA, MARIEIADVISOR & CHIEF COMPLIANCE OFFICERC Control
KNAPP, CHELSEA, MARIEIOWNERB Control
KNAPP, CHELSEA, MARIEIOWNERB Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (3)

FL NY TX

Address

51 COBBLECREEK RD VICTOR
NEW YORK, NY 14564
United States
Phone: 585-202-0305