Transparent Wealth Partners is an investment advisor in Little Rock with $214.30 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
851226627
SEC advisor number
801-118453
FINRA CRD number
308123
AUM ?
$188.77 mm
(as of 6 Mar 23)
Accounts
577
(as of 6 Mar 23)
Employees
4
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22