Transce3nd LLC

Transce3nd LLC (CRD# 317745) is a financial advisory firm headquartered in Kyle, TX. They manage $313,196,458 in 2,378 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
165 Elmhurst, Suite B, Kyle, TX 78640
https://transcendim.com/
By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    2,378
    ACCOUNTS
  • Average Account Value
    $131,706
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, KS, MN, MO, NC, ND, NE, NV, NY, TN, TX, VA, VT, WA

Financial Advisors at Transce3nd LLC
Showing 21 - 29 of 29 top financial advisors.
21
Stephen Joseph, financial advisor Kyle TX
Stephen C. Joseph
CRD#: 6283664
165 Elmhurst, Suite B, Kyle, TX 78640

Stephen Joseph (CRD# 6283664) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 8 years of experience in the finance industry.

22
Amy Joslin, financial advisor Scottsdale AZ
Amy Joslin
CRD#: 6102549
17207 N Perimeter Drive #120, Scottsdale, AZ 85255

Amy Joslin (CRD# 6102549) is an Investment Advisor Representative working at Transce3nd LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry.

23
John Linn, financial advisor Kyle TX
John M. Linn
CRD#: 7686345
165 Elmhurst, Suite B, Kyle, TX 78640

John Linn (CRD# 7686345) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has 1 year of experience in the finance industry.

24
Arpit Sharma, financial advisor Kyle TX
Arpit Sharma
CRD#: 7623706
165 Elmhurst, Suite B, Kyle, TX 78640

Arpit Sharma (CRD# 7623706) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has 1 year of experience in the finance industry.

25
Steven Shorley, financial advisor Saint Peters MO
Steven A. Shorley
CRD#: 5301881
1276 Jungermann Rd, Suite A, Saint Peters, MO 63376

Steven Shorley (CRD# 5301881) is an Investment Advisor Representative working at Transce3nd LLC in Saint Peters, MO and has over 16 years of experience in the finance industry.

26
Lacey Thompson-Krul, financial advisor Kyle TX
Lacey Thompson-Krul
CRD#: 7792142
165 Elmhurst, Suite B, Kyle, TX 78640

Lacey Thompson-Krul (CRD# 7792142) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has 1 year of experience in the finance industry.

27
Sebastiano Vassallo, financial advisor Kyle TX
Sebastiano Vassallo
CRD#: 7649079
165 Elmhurst, Suite B, Kyle, TX 78640

Sebastiano Vassallo (CRD# 7649079) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has 1 year of experience in the finance industry.

28
Bruce Wehner, financial advisor Kyle TX
Bruce G. Wehner
CRD#: 5410378
165 Elmhurst, Suite B, Kyle, TX 78640

Bruce Wehner (CRD# 5410378) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 16 years of experience in the finance industry.

29
Kyle Wilcutt, financial advisor Kyle TX
Kyle Wilcutt
CRD#: 5902866
165 Elmhurst, Suite B, Kyle, TX 78640

Kyle Wilcutt (CRD# 5902866) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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