Transwestern Capital Advisors, LLC
Transwestern Capital Advisors, LLC is an SEC-registered ria in Newport, RI with $73.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Transwestern Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141605, SEC 801-67113, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $73.7M (2026-03-31)
- Firm type
- Ria
- Location
- Newport, RI
- Employees
- 1
- CRD
- 141605
- Ownership
- DEKONING, KENDRIK, JON; WELK, GREGORY, DALE
How much AUM does Transwestern Capital Advisors, LLC have?
Transwestern Capital Advisors, LLC reported $73.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Transwestern Capital Advisors, LLC?
Disclosed owners and executives of Transwestern Capital Advisors, LLC include DEKONING, KENDRIK, JON, WELK, GREGORY, DALE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.