TRANSPARENT WEALTH PARTNERS LLC
CRD #308123 SEC #801-118453 LITTLE ROCK, AR (501) 537-1111
SEC Registered
Total AUM
$214.3M
Discretionary
$209.6M
Employees
5
Clients
26
Accounts
545
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $188.8M | $183.8M | $5M | 4 | 0 |
| Sep 2022 | $214.3M | $209.6M | $4.7M | 5 | 0 |
| Feb 2022 | $214.3M | $209.6M | $4.7M | 5 | 0 |
| Jul 2021 | $172.7M | $168.8M | $3.9M | 6 | 0 |
| Apr 2021 | $172.7M | $168.8M | $3.9M | 6 | 0 |
| Mar 2021 | $172.7M | $168.8M | $3.9M | 6 | 0 |
| Dec 2020 | $143.5M | $140.1M | $3.5M | 6 | 0 |
| Nov 2020 | $143.5M | $140.1M | $3.5M | 6 | 0 |
| Sep 2020 | $143.5M | $140.1M | $3.5M | 6 | 0 |
| Aug 2020 | $143.5M | $140.1M | $3.5M | 6 | 0 |
| Aug 2020 | $143.5M | $140.1M | $3.5M | 6 | 0 |
| Jun 2020 | $0 | $0 | $0 | 6 | 0 |
| Jun 2020 | $0 | $0 | $0 | 6 | 0 |
| May 2020 | $0 | $0 | $0 | 6 | 0 |
| Apr 2020 | $0 | $0 | $0 | 6 | 0 |
| Mar 2020 | $0 | $0 | $0 | 6 | 0 |
| Mar 2020 | $0 | $0 | $0 | 6 | 0 |
DateMar 2023
Total AUM$188.8M
Discretionary$183.8M
Non-Disc.$5M
Employees4
Clients0
DateSep 2022
Total AUM$214.3M
Discretionary$209.6M
Non-Disc.$4.7M
Employees5
Clients0
DateFeb 2022
Total AUM$214.3M
Discretionary$209.6M
Non-Disc.$4.7M
Employees5
Clients0
DateJul 2021
Total AUM$172.7M
Discretionary$168.8M
Non-Disc.$3.9M
Employees6
Clients0
DateApr 2021
Total AUM$172.7M
Discretionary$168.8M
Non-Disc.$3.9M
Employees6
Clients0
DateMar 2021
Total AUM$172.7M
Discretionary$168.8M
Non-Disc.$3.9M
Employees6
Clients0
DateDec 2020
Total AUM$143.5M
Discretionary$140.1M
Non-Disc.$3.5M
Employees6
Clients0
DateNov 2020
Total AUM$143.5M
Discretionary$140.1M
Non-Disc.$3.5M
Employees6
Clients0
DateSep 2020
Total AUM$143.5M
Discretionary$140.1M
Non-Disc.$3.5M
Employees6
Clients0
DateAug 2020
Total AUM$143.5M
Discretionary$140.1M
Non-Disc.$3.5M
Employees6
Clients0
DateAug 2020
Total AUM$143.5M
Discretionary$140.1M
Non-Disc.$3.5M
Employees6
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0