# Transform Wealth

Transform Wealth is a Bank / Wealth / Trust based in Greenwood Village, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Greenwood Village, United States
- **Region:** North America
- **Address:** Greenwood Village, CO, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** transformwealth.com
- **LinkedIn:** https://www.linkedin.com/company/transform-wealth

## Regulatory record

- **Reports private funds:** No

## About

Founded in 2011 and headquartered in Greenwood Village, Colorado, Transform Wealth operates as a registered investment adviser providing portfolio management, financial planning, and comprehensive wealth advisory services. The firm's client base spans individual investors, pension plans, trusts, and corporate entities — a deliberately broad mandate that places it in competition with both local Colorado advisory shops and larger national RIAs. The firm's investment approach centers on constructing customized portfolios rather than distributing off-the-shelf products. Its regulatory filings describe a multi-asset-class framework that includes equities, fixed income, and alternative investments, though the specific allocation ranges and manager selection criteria remain private. Transform Wealth's posture is that of a fiduciary adviser — meaning each client portfolio is individually managed rather than pooled — but publicly available documents do not surface the names of specific portfolio companies, fund commitments, or direct co-investments. The firm's geographic focus appears concentrated in the Mountain West, with no additional office locations disclosed. Transform Wealth's team size and total assets under management are not publicly disclosed. The firm's Form ADV — the primary public window into an RIA's operations — provides limited detail beyond its service lines and client categories. No named principals or key investment decision-makers are identified in currently available public filings. The firm has not announced any recent operational milestones, leadership transitions, or vehicle launches through press releases or trade publications. Structurally, Transform Wealth sits in a crowded and fragmented segment: the mid-market RIA. Its defining characteristic — and its structural challenge — is operating without the brand recognition of a national aggregator or the specialized focus of a thematic boutique. For allocators evaluating the firm as a potential partner or peer, the absence of public performance data, named investment leadership, or a clearly articulated strategy differentiator means the firm's observable footprint is limited to its ADV profile and geographic location.

## Questions

### What asset classes does Transform Wealth allocate across?

According to its regulatory filings, Transform Wealth constructs portfolios across equities, fixed income, and alternative investments. The specific alternative strategies — whether private equity, hedge funds, real assets, or private credit — are not publicly detailed. The firm does not publish a model portfolio or target allocation breakdown.

### Who leads investment decisions at Transform Wealth?

No investment committee chair, chief investment officer, or lead portfolio manager is identified in publicly available documents. The firm's Form ADV does not name key officers or principals, which is permitted for RIAs that do not manage a threshold of regulatory assets requiring broader disclosure.

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Updated: 2026-06-03T20:00:00.000Z

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