Transce3nd LLC

Updated today

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Total assets under management

$361,954,267

Total clients

2,430

4% high-net worth

Total advisors

of 41 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$148,952

Client services

Financial planning Portfolio management Selection of other advisers

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Transce3nd LLC

835 Main Street, Building 200

Buda TX 78610, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 512-268-9220

Advisors at this firm

Mark S

Series 63, Series 65

Kirkwood, MO

Transce3nd LLC

Donald D

Series 65

Buda, TX

Transce3nd LLC

Cole P

Series 66

Kirkwood, MO

Transce3nd LLC

Ryan V

Series 66

Dallas, TX

Transce3nd LLC

Robert A

Series 63, Series 65

Scottsdale, AZ

Transce3nd LLC

Keith S

Series 63, Series 65

St Peters, MO

Transce3nd LLC

Larry L

ChFC®, Series 63, Series 66

Buda, TX

Transce3nd LLC

Joseph Q

ChFC®, Series 63, Series 65

Buda, TX

Transce3nd LLC

John M

ChFC®, Series 63, Series 65

Buda, TX

Transce3nd LLC

Kyle W

Series 66

Kirkwood, MO

Transce3nd LLC

Sebastiano V

Series 65

Dallas, TX

Transce3nd LLC

Kyle R

Series 63, Series 66

Buda, TX

Transce3nd LLC

Corwin D

Series 66

Round Rock, TX

Transce3nd LLC

Bryson B

Series 63, Series 65

Scottsdale, AZ

Transce3nd LLC

John M

Series 66

Scottsdale, AZ

Transce3nd LLC

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