RIA Intel›Advisers›Texas›TRANSCE3ND LLC

TRANSCE3ND LLC

Advisory

N·BUDA, TX

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$419M
1-Year AUM Growth
+69.9%
3-Year CAGR
—
Employees
42
Assets Under Management
Total AUM$419M
Discretionary AUM$419M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2,517
Team
Total Employees42
Investment Advisers60
Employee Growth (1Y)-3.5%
Filing History
Total Filings on Record16
First FilingSep 1, 2022
Latest FilingMar 18, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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