← Back to searchVisit website
TRANSCE3ND LLC
CRD 317745 · SEC 801-126674
835 MAIN STREET, BUILDING 200, BUDA, TX, 78610, United States
Phone
512-268-9220
Fax
512-268-9210
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$418.9M
Discretionary AUM
$418.9M
Team
60 total employees; 42 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1380 | $238.4M |
| High net worth individuals | 201 | $166.4M |
| Investment companies | 1 | $1.1M |
| Pension/profit sharing plans | 24 | $5.3M |
| Corporations/business entities | 14 | $7.7M |
States served
VT, AZ, CA, CO, GA, ID, IL, IA, KS, LA, MN, NE, NV, NY, NC, ND, OH, OK, OR, PA, TN, UT, VA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD