# TRANSITIONS WEALTH MANAGEMENT, LLC

TRANSITIONS WEALTH MANAGEMENT, LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 107812
- Type: SEC-registered investment adviser
- SEC file number: 801-61992
- Location: 4600 S. ULSTER ST., SUITE 1050, DENVER, CO, 80237-3610
- Phone: 303-221-4867
- Latest filing: 2024-03-26
- Regulatory AUM: $478.4M
- Discretionary AUM: $478.4M
- Clients: 7
- Accounts: 414

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| BENDELL BRUCE RICHARD | CCO/MANAGING MEMBER; MANAGING MEMBER; MEMBER | — |
| GREENBERG LAWRENCE LEE | MEMBER | — |
| NEGREANN RICHARD IRA | MEMBER | — |
| SALTZMAN GARY PAUL | MEMBER | — |
| SILVESTAIN BARRY HOWARD | MEMBER | — |
| WENNER STEPHEN LYNN | MANAGER | — |
| LOZOW JOSH DAVID | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MEMBER; MEMBER | — |
| GREENBERG CHAD JEFFREY | MEMBER | — |
| SILVERSTAIN BARRY | MEMBER | — |
| WENNER STEPHEN | MANAGER | — |
| SIMMONS MICHAEL GENE | MEMBER | — |
| SANDT-WADE MICHELLE RUTH | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107812/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107812/similar
- Related entities: https://search.stillhousedata.com/firm/107812/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107812

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.