Yiwen
Chen
Transform Wealth, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Yiwen Chen is a chartered financial analyst who works in Englewood, Colorado with a total of 3 years of relevant experience. Chen is an advisor for Transform Wealth, LLC. Chen has gained experience at Bsw Wealth Partners, Yiwen Chen Web Design and Transform Wealth, LLC F.K.A. Carnick & Kubik Group, LLC. Chen has a Series 65 license, designating them as an investment advisor representative, and is able to work in Colorado. Transform Wealth, LLC is a firm based out of Englewood, CO. The investment advisory business has offices in four locations and a total of 26 people on staff. It has $2 billion in total assets between its 1,565 accounts, making it one of the biggest firms in the country by assets under management. The firm serves nine charities and foundations. Of its 1,565 customer accounts, 28% are held by high-net-worth individuals who have at least $1 million in investable assets. Transform Wealth, LLC performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees usually depend on the services offered. However, fees charged by Transform Wealth, LLC most likely consist of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Transform Wealth, LLC Brokerage Details
$2,201,893,915
26
1,565
$1,406,961
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Yiwen Chen Work History
Yiwen has been registered as a financial advisor for 3 years.*
Transform Wealth, LLC F.K.A. Carnick & Kubik Group, LLC
Bsw Wealth Partners
Bsw Wealth Partners
Bsw Wealth Partners
Bsw Wealth Partners
Yiwen Chen Web Design
*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 Yiwen Chen 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 Transform Wealth, LLC
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
