# TRANSITION FINANCIAL ADVISORS GROUP, LLC

TRANSITION FINANCIAL ADVISORS GROUP, LLC of GILBERT, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 116089
- Type: SEC-registered investment adviser
- SEC file number: 801-113459
- Location: 20 W. JUNIPER AVENUE, SUITE 101, GILBERT, AZ, 85233
- Phone: (480) 722-9414
- Latest filing: 2026-03-31
- Regulatory AUM: $300.6M
- Discretionary AUM: $300.6M
- Clients: 7
- Accounts: 781

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Brian Dale Wruk | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Mitchell Evan Marenus | CHIEF INVESTMENT OFFICER | — |
| MARENUS MITCHELL EVAN | CHIEF INVESTMENT OFFICER | — |
| WRUK KATHLEEN ELIZABETH | TREASURER; TRUSTEE/BENEFICIARY | — |
| WRUK BRIAN D | PRESIDENT AND CHIEF COMPLIANCE OFFICER; TRUSTEE/BENEFICIARY | — |
| WRUK BRIAN DALE | PRESIDENT AND CHIEF COMPLIANCE OFFICER; TRUSTEE/BENEFICIARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116089/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116089/similar
- Related entities: https://search.stillhousedata.com/firm/116089/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116089

---

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.