Amy
Zamikovsky
Transform Wealth, LLC
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About this Advisor
Amy Zamikovsky is a financial advisor based in Houston, Texas, working with Transform Wealth, LLC. Amy has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Law Office Of Amy Glasscock, Pllc, Zamikovsky Law, Pllc, Oak Harvest Investment Services, Tx Bar Exam Prep - N/A, Woodson Wealth Management And Consulting Inc, and Transform Wealth, LLC. Amy has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Amy is part of Transform Wealth, LLC, which operates out of Houston, Texas. The firm has 5 offices and 30 employees. The firm manages assets totaling $2.5 billion and 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Transform Wealth, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transform Wealth, LLC Brokerage Details
$2,514,306,619
30
1,745
$1,440,863
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
Amy Zamikovsky Work History
Transform Wealth, LLC
Woodson Wealth Management And Consulting Inc
Zamikovsky Law, Pllc
Oak Harvest Investment Services
Merrill Lynch, Pierce, Fenner & Smith Inc
Law Office Of Amy Glasscock, Pllc
Tx Bar Exam Prep - N/A
Disclosures
Please visit the SEC profile of Amy Zamikovsky 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
Houston, TX
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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