Transformation Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Transformation Wealth Management, LLC is an independent, single‑advisor firm that provides investment management, personal and business financial planning, and consulting to individuals, trusts, estates and business entities. The firm offers portfolio management through SEI-sponsored managed account and mutual fund model programs, direct management of held‑away retirement accounts via a third‑party platform, and referrals to third‑party managers.
TWM combines participation in discretionary SEI programs with a substantial portion of assets managed on a non‑discretionary basis — the firm reported $218,080 in discretionary and $293,976 in non‑discretionary assets as of December 31, 2025 — and conducts quarterly reviews with more frequent updates as market or client circumstances change. Financial planning services range from one‑time plans to ongoing engagement and business planning, and the firm monitors TPM performance while assisting clients with paperwork and account reporting.
Noteworthy features include the firm’s atypical mix of primarily non‑discretionary AUM for a solo independent adviser, the use of held‑away account technology to review and rebalance retirement plan participant accounts, and referral arrangements with third‑party managers that generate ongoing referral fees and potential adviser incentives; these arrangements and the principal’s limited insurance and other outside business activities are disclosed as potential conflicts of interest and are managed through disclosures and firm procedures.
Client services
Expertise
Fee options
One-time financial planning fixed fee up to $3,800; ongoing financial planning flat fee up to $4,000 annually
$0 - $500,000: 1.00% annually $500,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.85% annually Over $5,000,000+: 0.80% annually
Insurance commissions received by the principal as a licensed insurance agent
Business financial planning charged at $250 per hour
Fee-only: Financial planning: One-time plan fixed fee up to $3,800; ongoing planning up to $4,000 annually; Business planning hourly fee $250/hr
Main office
3100 Interstate N Circle SE, Suite 200
Atlanta GA 30339
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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