# Transparent Wealth Consulting

Transparent Wealth Consulting is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** transparentwealthconsulting.com
- **LinkedIn:** https://www.linkedin.com/company/invest-in-services

## Regulatory record

- **CRD number:** 283193
- **SEC file number:** 801-111906
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2025-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283193

## About

Transparent Wealth Consulting is an SEC-registered investment adviser in New York, NY, registered since 2017. The firm manages approximately $43 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Thomas J. Swenson — Chief Executive Officer
- Ryan A. Swenson — Chief Financial Officer

## Questions

### What investment approach does the firm use?

Transparent Wealth Consulting constructs portfolios primarily using low-cost exchange-traded funds (ETFs), incorporating passive indexing and factor-based strategies. The firm's public disclosures emphasize financial planning, tax-loss harvesting, and liability-driven modeling for retirees and corporate executives over individual security selection or proprietary products.

### Who runs Transparent Wealth Consulting?

Thomas J. Swenson serves as Chief Executive Officer, and Ryan A. Swenson is the Chief Financial Officer. Their concurrent leadership of a closely held RIA concentrates governance and carries the firm's fiduciary accountability directly through its named principals.

### Does Transparent Wealth Consulting manage alternative investments?

The firm's public filings do not indicate the management of alternative investment vehicles such as private equity or hedge fund separate accounts. Its documented focus remains on liquid, publicly traded securities, predominantly via ETF construction for individual, non-institutional clients.

## Related profiles

- [Transnet Retirement Fund](https://altss.com/profile/transnet-retirement-fund)
- [Transparent Wealth Management](https://altss.com/profile/transparent-wealth-management)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/transparent-wealth-consulting

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology