Transform Wealth Information

View Top Employees from 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.

Website	http://www.transformwealth.com
Employees	10 (8 on RocketReach)
Founded	1975
Address	6400 S Fiddlers Green Circle Suite 1100, Greenwood Village, Colorado 80111, US
Phone	+1 303-741-2560
Technologies	JavaScript , HTML , PHP +11 more (view full list)
Industry	Financial Services, Asset Management, Other Financial Services
Keywords	Financial Planning, Fee Only Financial Advisor, Investment Advice, Comprehensive Financial Planning, Fiduciary Financial Advisor, Wealth Management, Retirement Planning, Estate Planning, Tax Planning, Investment Management, Financial Advisor, Portfolio Management, Financial Planning Services, Wealth Advisor, Long Term Financial Planning, Personalized Financial Planning, Risk Management, Insurance Planning, Investment Strategies, Financial Consulting
Competitors	J.P. Morgan, Fidelity Investments, Schwab Advisor Services, Merrill Edge, Ally, SoFi, Betterment, Wealthfront, Acorns, Personal Capital +37 more (view full list)

Transform Wealth Questions

Who is the Managing Director of Transform Wealth?

Jonathan Ahalt is the Managing Director of Transform Wealth.

How many people are employed at Transform Wealth?

8 people are employed at Transform Wealth.

Where is Transform Wealth based?

Transform Wealth is based in Greenwood Village, Colorado.

Top Transform Wealth Employees

Jonathan Ahalt

Managing Director at Transform Wealth

Denver, CO, US
2
- transformwealth.com
- gmail.com
4
- +1 303-964-XXXX
- +1 303-333-XXXX
- +1 970-569-XXXX
- +1 720-988-XXXX
Mark Riley

Chief Compliance Officer and Chief Operating Officer at Transform Wealth

Aurora, CO, US
5
- hotmail.com
- earthlink.net
- gmail.com
- transformwealth.com
- yahoo.com
5+
- +1 303-520-XXXX
- +1 303-246-XXXX
- +1 303-627-XXXX
- +1 817-925-XXXX
- +1 720-327-XXXX
- +1 303-475-XXXX
William van Keulen

Executive Vice President at Transform Wealth

Denver, CO, US
2
- +1 719-579-XXXX
- +1 601-896-XXXX
Yiwen Chen

Director of Trading at Transform Wealth

Denver, CO, US
3
- yahoo.com
- gmail.com
- transformwealth.com
4
- +1 720-987-XXXX
- +1 651-642-XXXX
- +1 303-444-XXXX
- +1 720-987-XXXX
Gordan Post

Senior Financial Advisor at Transform Wealth

Denver, CO, US
2
- transformwealth.com
- comcast.net
3
- +1 303-291-XXXX
- +1 720-489-XXXX
- +1 720-979-XXXX
David Kubik

Principal at Transform Wealth

Littleton, CO, US
3
- yahoo.com
- transformwealth.com
- aol.com
5+
- +1 847-963-XXXX
- +1 720-255-XXXX
- +1 516-293-XXXX
- +1 847-381-XXXX
- +1 847-863-XXXX
- +1 303-858-XXXX
Dylan Burke

Analyst at Transform Wealth

United States
2
- transformwealth.com
- gmail.com
2
- +1 215-275-XXXX
- +1 215-340-XXXX
Craig Carnick

Financial Advisor at Transform Wealth

Colorado Springs, CO, US
1
- transformwealth.com