Transparent Wealth Partners Llc

Transparent Wealth Partners Llc

Little Rock, Arkansas

5.0

2 Reviews

Transparent Wealth Partners LLC, based out of Little Rock, AR, is a reputable investment advisory firm catering to over 150 individual clients. With a remarkable track record, they currently oversee a substantial $188,773,000 in assets under management. Committed to providing personalized financial solutions, Transparent Wealth Partners LLC operates from a single office and possesses extensive expertise in managing employer 401Ks and individual portfolios. Impressively, an overwhelming 97% of the assets they manage are under their discretionary authority, demonstrating the high level of trust clients place in their investment str...see more

Assets Under Mgmt

$188.77M

Investment Professionals

2

Locations

0

% 401K & Individual

34%

% Discretionary

97%

Compensation Structure

  • A percentage of assets under your management

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses

Reviews for Transparent Wealth Partners Llc

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