TRANSCE3ND LLC

KYLE, Texas·5 registered advisors·CRD# 317745
SEC# 801-12667412512-268-9220
01

Firm Overview

AUM
$313M
Regulatory assets under management
Employees
31
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRANSCE3ND LLC

5 registered advisors
Bruce Alan Wheadon
KYLE, Texas
Diana L Wilkerson
KYLE, Texas
John Edward Moriarty
KYLE, Texas
John Tyler Mattingly
KYLE, Texas
Joseph Allen Quartucci
KYLE, Texas
05

Office Locations

KYLE, Texas
5 advisors

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Data sourced from SEC Form ADV filings. TRANSCE3ND LLC (CRD# 317745) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.