Adam
Oliver
Transitions Wealth Management, LLC
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About this Advisor
Adam Oliver is a financial advisor working out of Denver, Colorado who has 2 years of relevant experience. Oliver works at Transitions Wealth Management, LLC. Over the course of their career, Oliver has held roles at Transitions Wealth Management, LLC, First Western Trust, Dr. David Robinson Institute Of Jewish Heritage - Yeshiva, Bmo Harris Bank, Canadian Imperial Bank Of Canada and Unitedhealth Care. Oliver has a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Colorado. Transitions Wealth Management, LLC is a registered investment business operating out of Denver, CO. It oversees $392 million in assets under management across its 391 customer accounts, placing it among the bigger firms in the country by assets under management. The firm advises three charitable organizations. Of its 391 accounts, 35% belong to high-net-worth investors who have at least $1 million in investable assets. Transitions Wealth Management, LLC provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice typically depend on which service is offered. Fees charged by Transitions Wealth Management, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transitions Wealth Management, LLC Brokerage Details
$391,584,775
7
391
$1,001,496
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Adam Oliver Work History
Adam has been registered as a financial advisor for 2 years.*
Transitions Wealth Management, LLC
First Western Trust
Dr. David Robinson Institute Of Jewish Heritage - Yeshiva
Bmo Harris Bank
Canadian Imperial Bank Of Canada
Unitedhealth Care
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Oliver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transitions Wealth Management, LLC
Denver, CO
Denver, CO
Englewood, CO
Denver, CO
Englewood, CO
Englewood, CO
Englewood, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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