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TRANSPARENT WEALTH CONSULTING LLC
CRD 283193File 801-111906
APPROVED
Retail clients
Filing as of Jun 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$43.9M
Bottom 25% of cohort (national)
Discretionary AUM
$43.9M
Clients
117
176 accounts
Employees
1
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 25, 2017
- Principal office
- 51 COBBLECREEK RD VICTOR, NEW YORK, NY, 14564
- Phone
- 585-202-0305
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $43.9M
- Discretionary AUM
- $43.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 176
- Non-discretionary accounts
- 0
- Total accounts
- 176
- AUM per client
- $375K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $15.1M |
| Individuals (other than high net worth individuals) | 108 | $28.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | AUM | $42,750,000 | $43,860,030 | increased by$1,110,030 |
| Jul 1, 2026 | Accounts | 178 | 176 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 131 | 117 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $46,155,744 | $42,750,000 | decreased by$3,405,744 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 214 | 178 | decreased by36 |
| Apr 1, 2022 | Clients | 149 | 131 | decreased by18 |
| Apr 1, 2022 | AUM | $45,000,000 | $46,155,744 | increased by$1,155,744 |
| Apr 1, 2022 | Accounts | 209 | 214 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRANSPARENT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRANSPARENT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.