Bruce
Bendell

Transitions Wealth Management, LLC

CRD#4370578
Investment Advisor
in Englewood, CO

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About this Advisor

Bruce Bendell is a financial advisor based in Englewood, Colorado, working with Transitions Wealth Management, LLC. Bruce has previously held positions at Transitions Wealth Management, LLC, Wenner, Silvestain & Co., Cpas, and Mercer Global Advisors Inc. Bruce is registered to provide services in Colorado. Currently, Bruce is part of Transitions Wealth Management, LLC, which operates out of Englewood, Colorado. The firm has 7 employees and manages assets totaling $478.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transitions Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8101 E. Prentice Avenue #800
Englewood, CO 80111-2935

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Transitions Wealth Management, LLC Brokerage Details

Total Assets Under Management

$478,400,182

CO Average: $2,349,664,866
Total Number of Employees

7

CO Average: 28
Total Number of Accounts

414

CO Average: 1,101
Average Account Size

$1,155,556

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Bruce Bendell Work History

2024 - Present (1 year)

Mercer Global Advisors Inc

1998 - 2023 (25 years)

Transitions Wealth Management, LLC

1993 - 2018 (25 years)

Wenner, Silvestain & Co., Cpas

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Bruce Bendell 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

Charles Wetmore
Denver, CO
Adam Oliver
Denver, CO
Michelle Sandt-Wade
Denver, CO
Michael Simmons
Englewood, CO
Bruce Bendell
Englewood, CO
Richard Negreann
Englewood, CO
Gary Saltzman
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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