RIA Intel›Advisers›Ohio›TRANSCEND WEALTH, LLC

TRANSCEND WEALTH, LLC

Advisory

WOODMERE, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in OH

#613

of 748 advisers by AUM

Average account

$419K

across 223 accounts

AUM per adviser

$94M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$94M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$94M

Discretionary AUM$94M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients119

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

119 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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CUNNINGHAM WEALTH MANAGEMENT LLC

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KYLESHILL GROUP, LLC

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