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TRANSCEND ADVISOR GROUP, LLC

CRD 311746 · SEC 801-120108

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311 E CHICAGO STREET, SUITE 210, MILWAUKEE, WI, 53202, United States

Phone

262-884-9983

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$253.2M

Discretionary AUM

$253.2M

Team

4 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals300$88.0M
High net worth individuals60$165.2M

States served

CA, WI

All web addresses on file

Official SEC filing: View on IAPD