Assets Under Management
$3.4B
Number of Clients
1,807
Number of Advisors
N/A
Average Client AUM
$1.9M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Weatherstone Capital Management, acquired by Transform Wealth, provides investment supervisory services as a fee-only, fiduciary advisor. They manage assets using tactical and strategic asset allocation strategies, either as a co-advisor or sub-advisor. Direct client services are available through Transform Wealth.
6400 S. Fiddlers Green Circle, Suite 1600, Greenwood Village, CO, 80111