Transcend Wealth

Transcend Wealth (CRD# 292210) is a financial advisory firm headquartered in Woodmere, OH. They manage $64,502,866 in 218 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
27600 Chagrin Blvd, Suite 445, Woodmere, OH 44122
http://www.transcendwealth.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $295,885
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Transcend Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Dennis Coon, financial advisor Woodmere OH
Dennis C. Coon
CRD#: 4649885
27600 Chagrin Blvd, Suite 445, Woodmere, OH 44122

Dennis Coon (CRD# 4649885) is an Investment Advisor Representative working at Transcend Wealth in Woodmere, OH and has over 20 years of experience in the finance industry.

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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