Transform Wealth Employee Directory

Q: How many employees does Transform Wealth have currently?

Transform Wealth has approximately 11 employees.

Financial ServicesColorado, United States11-50 Employees

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.

Find Transform Wealth employees' phone numbers or email addresses

Transform Wealth Global Highlights

North America
26

United States Of America
26

Transform Wealth's Leadership

N. K.
Chief Executive Officer
Mobile Phone
Email
C. C.
Chief Executive Officer
Mobile Phone
Email
L. P.
Chief Operations Officer
Mobile Phone
Email
B. J.
Vice President Of Strategy
Mobile Phone
Email
W. V. K.
Executive Vice President
Mobile Phone
Email
M. M.
Financial Advisor & Director Of Strategic Initiatives
Mobile Phone
Email
C. H.
Director Of Financial Planning
Mobile Phone
Email
Y. C.
Director Of Trading
Mobile Phone
Email

Transform Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Accounting
Finance
Other
Administrative

Contact profiles from Transform Wealth

Name

Title

Contact Info

Location

Last Update

N. K.
Chief Executive Officer
Mobile Phone
Email
United StatesColorado
Nov 11, 2025
L. P.
Chief Operations Officer
Mobile Phone
Email
United StatesColorado
Sep 09, 2025
C. C.
Chief Executive Officer
Mobile Phone
Email
Oct 18, 2024
B. J.
Vice President Of Strategy
Mobile Phone
Email
United StatesColorado
Oct 21, 2025
W. V. K.
Executive Vice President
Mobile Phone
Email
United StatesColorado
Feb 18, 2026
M. M.
Financial Advisor & Director Of Strategic Initiatives
Mobile Phone
Email
United StatesColorado
Nov 17, 2025
C. H.
Director Of Financial Planning
Mobile Phone
Email
United StatesColorado
Nov 17, 2025
Y. C.
Director Of Trading
Mobile Phone
Email
United StatesColorado
Oct 19, 2025
J. A.
Managing Director
Mobile Phone
Email
United StatesColorado
Oct 17, 2025
K. Y.
Director Of Operations
Mobile Phone
Email
United StatesColorado
Nov 17, 2025

Frequently Asked Questions

What is Transform Wealth known for?

Transform Wealth operates in the Financial Services industry. The company's main headquarters is located in 6400 South Fiddlers Green Circle Suite 1100 Greenwood Village, Colorado 80111 United States. Explore Transform Wealth's company overview page for more information.

What is Transform Wealth's most common email format?

Transform Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Transform Wealth email formats with LeadIQ.

How many employees does Transform Wealth have currently?

Transform Wealth has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Transform Wealth's key employees and leadership?

As of February 2026, Transform Wealth's key employees include:

Chief Executive Officer: N. K.
Chief Executive Officer: C. C.
Chief Operations Officer: L. P.
Vice President Of Strategy: B. J.
Executive Vice President: W. V. K.

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