PPrivate Fund Data Log in Join · $37/mo

Transce3nd LLC

● SEC registered since 2022CRD 317745SEC# 801-126674Buda, TX
Export (members)
Reg. AUM
$362M
Employees
41
Accounts
2,518
Location
Buda, TX

Transce3nd LLC assets under management

Transce3nd LLC is an investment advisory firm registered with the SEC based in Buda, TX. The firm has been registered since 2022. It reports $362 million in regulatory assets under management and employs 41 people.

Transce3nd LLC owners & executives

5 reported
NameTitleOwnershipSince
Bruce Alan Wheadon ControlChief Compliance OfficerUnder 5%2024
Diana L WilkersonChief Operating OfficerUnder 5%2022
John Edward Moriarty ControlMember25-50%2022
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Transce3nd LLC manage?

Transce3nd LLC reports $362 million in regulatory assets under management on its Form ADV.

How many employees does Transce3nd LLC have?

Transce3nd LLC reports 41 employees.

Where is Transce3nd LLC located?

Transce3nd LLC is based in Buda, TX and has been SEC-registered since 2022.

Does Transce3nd LLC disclose fund performance?

Transce3nd LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address835 Main Street, Building 200, Buda, TX 78610
Phone512-268-9220
Fax512-268-9210
Office hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$362M
Non-discretionary$0
Total (RAUM)$362M