# TRANSFORMATION WEALTH MANAGEMENT, LLC

TRANSFORMATION WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 309299
- Type: SEC-registered investment adviser
- Location: 3100 INTERSTATE N CIRCLE SE, ATLANTA, GA, 30339
- Phone: 770-874-9959
- Latest filing: 2026-03-19
- Regulatory AUM: $512K
- Discretionary AUM: $218K
- Non-discretionary AUM: $294K
- Clients: 1
- Accounts: 5

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309299/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309299/similar
- Related entities: https://search.stillhousedata.com/firm/309299/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309299

---

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.