Overview
Assets Under Management: $362 million
Headquarters: BUDA, TX
High-Net-Worth Clients: 93
Average Client Assets: $1 million
Frequently Asked Questions
TRANSCE3ND LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317745), TRANSCE3ND LLC is subject to fiduciary duty under federal law.
TRANSCE3ND LLC is headquartered in BUDA, TX.
TRANSCE3ND LLC serves 93 high-net-worth clients according to their SEC filing dated December 08, 2025. View client details ↓
According to their SEC Form ADV, TRANSCE3ND LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TRANSCE3ND LLC manages $362 million in client assets according to their SEC filing dated December 08, 2025.
According to their SEC Form ADV, TRANSCE3ND LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.82
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,518
Discretionary Accounts: 2,518
Regulatory Filings
CRD Number: 317745
Filing ID: 2032691
Last Filing Date: 2025-12-08 15:19:12
Website: 16