Transitus Wealth Partners

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

210 Avondale Ave 4, Wilmington, North Ca...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Transitus Wealth Partners

Transitus Wealth Partners offers human-first financial guidance, focusing on understanding clients' unique backgrounds and views on money. Their services include fee-only financial planning where they prioritize the clients' best interests, without receiving commissions from investments. They cater to individuals preparing for retirement or those undergoing significant life changes, ensuring tailored financial decision-making. Their team comprises certified professionals skilled in both technical financial aspects and the human side of planning.Explore more
Transitus Wealth Partners's Social MediaPopular SearchesTransitus Wealth PartnersTransitusTransitus Wealth Partners LLCSIC Code 62,628NAICS Code 52,523Show more

Transitus Wealth Partners Org Chart

PhoneEmail
KB
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Client Services Assistant

PhoneEmail
JK
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Transitus Wealth Partners

<$5M
11-50
Private
-
2020
KB
Karl BurrellClient Services Assistant
<$5M
11-50
Private
-
2015
CL
Christine LemosFinancial Paraplanner
<$5M
11-50
Private
-
-
RP
Rebecca PicoCo-Office Manager
<$5M
1-10
Private
-
1995
NC
Nancy ChaneyHouse Controller
<$5M
1-10
Private
-
-
SA
Susan AustinAdministrative Assistant
<$5M
1-10
Private
-
2020
David Gillis, Founder & President & Financial Speaker & Coach at Spark Financial Wellness
David GillisFounder & President & Financial Speaker & Coach
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Transitus Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Transitus Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Transitus Wealth Partners.

Transitus Wealth Partners Tech Stack

A closer look at the technologies used by Transitus Wealth Partners

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Frequently Asked Questions Regarding Transitus Wealth Partners

What is Transitus Wealth Partners's official website?
Transitus Wealth Partners's official website is www.transituswealth.com
What is Transitus Wealth Partners's Revenue?
Transitus Wealth Partners's revenue is <$5 Million
What is Transitus Wealth Partners's SIC code?
Transitus Wealth Partners's SIC: 62,628
What is Transitus Wealth Partners's NAICS code?
Transitus Wealth Partners's NAICS: 52,523
How many employees does Transitus Wealth Partners have?
Transitus Wealth Partners has 11-50 employees
What industry does Transitus Wealth Partners belong to?
Transitus Wealth Partners is in the industry of: Finance, Securities Trading
What is Transitus Wealth Partners competition?
Transitus Wealth Partners top competitors include: Hanson Financial Group, Spark Financial Wellness, Leithner Financial Group, ES Financial
What technology does Transitus Wealth Partners use?
Some of the popular technologies that Transitus Wealth Partners uses are: reCAPTCHA, Google Font API, YouTube, Node.js
What does Transitus Wealth Partners do?

Transitus Wealth Partners offers human-first financial guidance, focusing on understanding clients' unique backgrounds and views on money. Their services include fee-only financial planning where they prioritize the clients' best interests, without receiving commissions from investments. They cater to individuals preparing for retirement or those u... ndergoing significant life changes, ensuring tailored financial decision-making. Their team comprises certified professionals skilled in both technical financial aspects and the human side of planning.Read More

What are Transitus Wealth Partners social media links?
Transitus Wealth Partners Linkedin page
Is Transitus Wealth Partners a public company?
Transitus Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Transitus Wealth Partners

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