Overview
Assets Under Management: $253 million
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 60
Average Client Assets: $2.8 million
Frequently Asked Questions
TRANSCEND ADVISOR GROUP, 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 #311746), TRANSCEND ADVISOR GROUP, LLC is subject to fiduciary duty under federal law.
TRANSCEND ADVISOR GROUP, LLC is headquartered in MILWAUKEE, WI.
TRANSCEND ADVISOR GROUP, LLC serves 60 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, TRANSCEND ADVISOR GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TRANSCEND ADVISOR GROUP, LLC manages $253 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, TRANSCEND ADVISOR GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.24%
Average Client Assets: $2.8 million
Total Client Accounts: 799
Discretionary Accounts: 799
Regulatory Filings
CRD Number: 311746
Filing ID: 2060835
Last Filing Date: 2026-03-02 17:11:13