TRANSPARENT WEALTH CONSULTING LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $43.9M |
| Discretionary | $43.9M100% of AUM |
| Client Accounts | 176 |
| Avg Account Size | $249K |
| Employees | 1 |
| Peak AUM | $46.2MMar 2022 |
| AUM CAGR | +3.0% /yrover 9 yrs · 30 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $44M | +2.6% | +1.3% | 0.5% | |
| Discretionary AUM | $44M | ||||
Key Metrics
| Total AUM | $43.9M |
| Discretionary | $43.9M |
| Employees | 1 |
| Client Accounts | 176 |
Contact & Location
Address
51 COBBLECREEK RD VICTOR
NEW YORK NY 14564
Phone
585-202-0305
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$44M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported