Financial Transparency
Financial Transparency is an SEC-registered wealth manager with $322.3M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Financial Transparency: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297713, SEC 801-113605, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $322.3M (2026-03-31)
- Firm type
- Wealth Manager
- Employees
- 17
- Clients
- 235
- CRD
- 297713
- Ownership
- KEAGLE, EMILY, THERESE; FINANCIAL TRANSPARENCY, LLC
How much AUM does Financial Transparency have?
Financial Transparency reported $322.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Financial Transparency?
Disclosed owners and executives of Financial Transparency include KEAGLE, EMILY, THERESE, FINANCIAL TRANSPARENCY, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.