Transparent Wealth Consulting LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2025, reports $43M in regulatory assets under management, 1 employee, and 178 accounts.
Assets Under Management
$43M
Employees
1
Offices
--
Total Clients
117
Primary office
NEW YORK, NY
51 COBBLECREEK RD VICTOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.3% of total clients.
Top client categories% of clientsClients
1
Individuals
92.3%
108
2
HNWI
7.7%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$43Mas of March 27, 2025
Discretionary100.0%
$43M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$43M
Total Accounts178
10Y AUM Change+$9M (+26.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee117:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.