Transce3nd LLC
Transce3nd LLC is an SEC-registered mass-market adviser in Buda, TX with $418.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Transce3nd LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317745, SEC 801-126674, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $418.9M (2026-05-05)
- Firm type
- Mass-Market Adviser
- Location
- Buda, TX
- Employees
- 60
- Clients
- 1,619
- CRD
- 317745
- Ownership
- McComb, Max, Michael; MATTINGLY, JOHN, TYLER; QUARTUCCI, JOSEPH, ALLEN; MORIARTY, JOHN, EDWARD; Wilkerson, Diana, L
How much AUM does Transce3nd LLC have?
Transce3nd LLC reported $418.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Transce3nd LLC?
Disclosed owners and executives of Transce3nd LLC include McComb, Max, Michael, MATTINGLY, JOHN, TYLER, QUARTUCCI, JOSEPH, ALLEN, MORIARTY, JOHN, EDWARD, Wilkerson, Diana, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.