Transitus Wealth Partners LLC is a well-established investment advisory firm headquartered in Wilmington, NC, with two offices strategically located to serve its diverse clientele. With a robust client base of over 290 individuals, the firm manages an impressive $200,704,000 in assets. Drawing from extensive experience, Transitus Wealth Partners excels in managing employer 401K plans and individual portfolios, with these sources accounting for approximately half of their assets under management.
The firm prides itself on its discretionary asset management approach, as 99% of the assets they oversee are subject to their expert dec...
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Assets Under Mgmt
$200.7M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.