# WEALTH TRANSITIONS, LLC

WEALTH TRANSITIONS, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/kristy-s-o-brien-ab122043

## Regulatory record

- **CRD number:** 281677
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281677

## About

Wealth Transitions, LLC is a state-registered investment adviser with $46 million in regulatory assets under management. The firm manages $43 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Does WEALTH TRANSITIONS, LLC make direct investments or fund commitments?

Not disclosed. The firm is not known to participate in direct investments, fund of funds, or external GP commitments. Any capital market activity by clients occurs through separate arrangements.

## Related profiles

- [Greenvale Capital](https://altss.com/profile/greenvale-capital-llp)
- [KFA Private Wealth Group](https://altss.com/profile/kfa-private-wealth-group-llc)

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Last updated: 2026-07-06T01:24:28.681Z

Canonical page: https://altss.com/profile/wealth-transitions-llc

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