TRANSFORM WEALTH, LLC.
Legal name: TRANSFORM WEALTH, LLC
CRD #283403 SEC #801-107796 GREENWOOD VILLAGE, CO 303-741-2560
SEC Registered
Total AUM
$3.4B
Discretionary
$3B
Employees
31
Clients
--
Accounts
1,810
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.4B | $3B | $372.4M | 31 | 2 |
| Mar 2024 | $2.5B | $2.5B | $7.5M | 30 | 3 |
| Sep 2023 | $2.2B | $2.2B | $0 | 26 | 1 |
| Aug 2023 | $2.2B | $2.2B | $0 | 26 | 1 |
| Apr 2023 | $2.2B | $2.2B | $0 | 26 | 1 |
| Mar 2023 | $2.2B | $2.2B | $0 | 26 | 1 |
| Jan 2023 | $1.6B | $1.6B | $324.3K | 27 | 12 |
| Oct 2022 | $1.6B | $1.6B | $324.3K | 27 | 12 |
| Mar 2022 | $1.6B | $1.6B | $324.3K | 27 | 12 |
| Aug 2021 | $1.4B | $1.4B | $8.7M | 27 | 10 |
| Mar 2021 | $1.4B | $1.4B | $8.7M | 27 | 10 |
| Jun 2020 | $1.2B | $1.2B | $1.7M | 28 | 1 |
| Mar 2020 | $1.2B | $1.2B | $1.7M | 28 | 1 |
| Dec 2019 | $1.2B | $1.2B | $23.3M | 24 | 10 |
| Nov 2019 | $1.2B | $1.2B | $23.3M | 24 | 10 |
| Nov 2019 | $1.2B | $1.2B | $23.3M | 24 | 10 |
| Oct 2019 | $1.2B | $1.2B | $23.3M | 24 | 10 |
| Aug 2019 | $1.2B | $1.2B | $23.3M | 24 | 10 |
| May 2019 | $1.2B | $1.2B | $23.3M | 24 | 10 |
| May 2019 | $1.2B | $1.2B | $23.3M | 24 | 10 |
| Apr 2019 | $1.2B | $1.2B | $23.3M | 24 | 10 |
| Mar 2019 | $775.4M | $751M | $24.4M | 14 | 0 |
| Aug 2018 | $827.4M | $824M | $3.4M | 12 | 0 |
| Mar 2018 | $827.4M | $824M | $3.4M | 12 | 0 |
| Sep 2017 | $800M | $800M | $0 | 14 | 600 |
| Sep 2017 | $800M | $800M | $0 | 14 | 600 |
| Aug 2017 | $632.2M | $632.2M | $0 | 11 | 500 |
| Mar 2017 | $632.2M | $632.2M | $0 | 11 | 500 |
| Dec 2016 | $615.2M | $615.2M | $0 | 10 | 350 |
| Nov 2016 | $615.2M | $615.2M | $0 | 10 | 350 |
| Apr 2016 | $615.2M | $615.2M | $0 | 10 | 350 |
DateMar 2025
Total AUM$3.4B
Discretionary$3B
Non-Disc.$372.4M
Employees31
Clients2
DateMar 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$7.5M
Employees30
Clients3
DateSep 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees26
Clients1
DateAug 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees26
Clients1
DateApr 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees26
Clients1
DateMar 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees26
Clients1
DateJan 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$324.3K
Employees27
Clients12
DateOct 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$324.3K
Employees27
Clients12
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$324.3K
Employees27
Clients12
DateAug 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$8.7M
Employees27
Clients10
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$8.7M
Employees27
Clients10
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$1.7M
Employees28
Clients1
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$1.7M
Employees28
Clients1
DateDec 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$23.3M
Employees24
Clients10
DateNov 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$23.3M
Employees24
Clients10
DateNov 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$23.3M
Employees24
Clients10
DateOct 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$23.3M
Employees24
Clients10
DateAug 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$23.3M
Employees24
Clients10
DateMay 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$23.3M
Employees24
Clients10
DateMay 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$23.3M
Employees24
Clients10
DateApr 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$23.3M
Employees24
Clients10
DateMar 2019
Total AUM$775.4M
Discretionary$751M
Non-Disc.$24.4M
Employees14
Clients0
DateAug 2018
Total AUM$827.4M
Discretionary$824M
Non-Disc.$3.4M
Employees12
Clients0
DateMar 2018
Total AUM$827.4M
Discretionary$824M
Non-Disc.$3.4M
Employees12
Clients0
DateSep 2017
Total AUM$800M
Discretionary$800M
Non-Disc.$0
Employees14
Clients600
DateSep 2017
Total AUM$800M
Discretionary$800M
Non-Disc.$0
Employees14
Clients600
DateAug 2017
Total AUM$632.2M
Discretionary$632.2M
Non-Disc.$0
Employees11
Clients500
DateMar 2017
Total AUM$632.2M
Discretionary$632.2M
Non-Disc.$0
Employees11
Clients500
DateDec 2016
Total AUM$615.2M
Discretionary$615.2M
Non-Disc.$0
Employees10
Clients350
DateNov 2016
Total AUM$615.2M
Discretionary$615.2M
Non-Disc.$0
Employees10
Clients350
DateApr 2016
Total AUM$615.2M
Discretionary$615.2M
Non-Disc.$0
Employees10
Clients350