Transparent Wealth Consulting LLC
Transparent Wealth Consulting LLC is an SEC-registered mass-market adviser in New York, NY with $43.9M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Transparent Wealth Consulting LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283193, SEC 801-111906, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $43.9M (2026-06-23)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 1
- Clients
- 117
- CRD
- 283193
- Ownership
- KNAPP, COLLEEN, FITZPATRICK; KNAPP, CHELSEA, MARIE
How much AUM does Transparent Wealth Consulting LLC have?
Transparent Wealth Consulting LLC reported $43.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Transparent Wealth Consulting LLC?
Disclosed owners and executives of Transparent Wealth Consulting LLC include KNAPP, COLLEEN, FITZPATRICK, KNAPP, CHELSEA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.