0001085146-21-001268.txt : 20210422 0001085146-21-001268.hdr.sgml : 20210422 20210421174428 ACCESSION NUMBER: 0001085146-21-001268 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210422 DATE AS OF CHANGE: 20210421 EFFECTIVENESS DATE: 20210422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Transform Wealth, LLC CENTRAL INDEX KEY: 0001682266 IRS NUMBER: 811683097 STATE OF INCORPORATION: CO FISCAL YEAR END: 1203 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17533 FILM NUMBER: 21842612 BUSINESS ADDRESS: STREET 1: 6400 S. FIDDLERS GREEN CIRCLE STREET 2: SUITE 1600 CITY: GREENWOOD VILLAGE STATE: CO ZIP: 80111 BUSINESS PHONE: 3037412560 MAIL ADDRESS: STREET 1: 6400 S. FIDDLERS GREEN CIRCLE STREET 2: SUITE 1600 CITY: GREENWOOD VILLAGE STATE: CO ZIP: 80111 FORMER COMPANY: FORMER CONFORMED NAME: Carnick & Kubik Group, LLC DATE OF NAME CHANGE: 20160812 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001682266 XXXXXXXX 03-31-2021 03-31-2021 false Transform Wealth, LLC

6400 S. FIDDLERS GREEN CIRCLE SUITE 1600 GREENWOOD VILLAGE CO 80111

13F HOLDINGS REPORT 028-17533 N Mark J. Riley 720-509-3558 /s/ Mark J. Riley Greenwood Village CO 04-14-2021 0 196 498527 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1370 11432 SH SOLE 0 0 11432 ABBVIE INC COM 00287Y109 7810 72168 SH SOLE 0 0 72168 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 8810 31893 SH SOLE 0 0 31893 ACTIVISION BLIZZARD INC COM 00507V109 4461 47969 SH SOLE 0 0 47969 ADOBE SYSTEMS INCORPORATED COM 00724F101 6972 14667 SH SOLE 0 0 14667 ALLSTATE CORP COM 020002101 3165 27545 SH SOLE 0 0 27545 ALLY FINL INC COM 02005N100 3648 80694 SH SOLE 0 0 80694 ALPHABET INC CAP STK CL A 02079K305 7163 3473 SH SOLE 0 0 3473 ALPHABET INC CAP STK CL C 02079K107 2937 1420 SH SOLE 0 0 1420 ALTRIA GROUP INC COM 02209S103 447 8746 SH SOLE 0 0 8746 AMAZON COM INC COM 023135106 8289 2679 SH SOLE 0 0 2679 AMERICAN EXPRESS CO COM 025816109 852 6022 SH SOLE 0 0 6022 AMERICAN TOWER CORP NEW COM 03027X100 644 2692 SH SOLE 0 0 2692 AMERIPRISE FINL INC COM 03076C106 437 1879 SH SOLE 0 0 1879 AMGEN INC COM 031162100 3391 13629 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