Transform Wealth

Financial Services • Denver, Colorado, United States • 11-20 Employees

Company overview

Headquarters	6400 S Fiddlers Green Circle, Suite 1100, Greenwood Village, Colorado 80111, US
Phone number	+17134610150
Website	transformwealth.com
NAICS	52
SIC	621
Employees	11-20
Socials

Key Contacts at Transform Wealth

Yiwen Chen

Director Of Trading

Nathan Kubik

Chief Executive Officer

Michael Meador

Financial Advisor & Director Of Strategic Initiatives

Jonathan Ahalt

Managing Director

Kim Young

Director Of Operations

Transform Wealth Email Formats

Transform Wealth uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@transformwealth.com), used 60% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@transformwealth.com	73.3%
{first initial}	j@transformwealth.com	20%
{first name}	john@transformwealth.com	6.7%

About Transform Wealth

We provide comprehensive financial planning and investment advice. Delivered by individually-tailored solutions to our clients within the context of the highest fiduciary standards. In April 2025, Transform joined Kovitz Investment Group Partners, LLC, who is fully owned by Focus Financial Partners. This partnership gives our clients additional service offerings and expertise.

Transform Wealth revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,000,000
Total funding	No funding