TRANSFORM WEALTH, LLC. of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser (CRD 283403). Regulatory assets under management: $3.4B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Nathan James Kubik | CHIEF EXECUTIVE OFFICER | — |
| David James Kubik | PRESIDENT | — |
| Craig Evans Carnick | MANAGING DIRECTOR | — |
| William David Van Keulen | EXECUTIVE VICE PRESIDENT | — |
| Mark James Riley | CHIEF COMPLIANCE OFFICER | — |
| Luis George Perez | CHIEF OPERATING OFFICER | — |
| CARNICK CRAIG EVANS | CHAIRMAN; CHAIRMAN AND CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | — |
| RILEY JOHN JAMES | CHIEF COMPLIANCE OFFICER | — |
| KUBIK NATHAN JAMES | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| VAN KEULEN WILLIAM DAVID | EXECUTIVE VICE PRESIDENT | — |
| Perez Luis George | CHIEF OPERATING OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| COLORADO SPRINGS | CO | 2 | 719-579-8000 |
| COLORADO SPRINGS | CO | 2 | 719-579-8000 |
| — | — | 1 | 303-741-2560 |
| HOUSTON | TX | 1 | 713-461-0150 |
| — | — | 1 | 800-447-8181 |
| HOUSTON | TX | 1 | 713-461-0150 |
| — | — | 1 | 303-741-2560 |
| — | — | 1 | 800-447-8181 |