Transamerica Investors Securities Corporation
$2.5B reported client assets across 3 advisory firms in FY2022 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Transamerica Investors Securities Corporation in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 2 cohort firms, FY2020: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Meridian Wealth Management, Llc | $2.1B | $2.1B | 100.0% | 03/31/2023 |
| Ackerman Asset Management, Llc | $344M | $459M | 75.0% | 03/21/2023 |
| Alkeme Wealth, Llc | $48.8M | $362M | 13.5% | 03/08/2023 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.