← Back to searchVisit website
TRANSCEND WEALTH
TRANSCEND WEALTH, LLC
CRD 292210
27600 CHAGRIN BLVD, SUITE 445, WOODMERE, OH, 44122, United States
Phone
216-236-1106
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$93.5M
Discretionary AUM
$93.5M
Team
3 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $31.5M |
| High net worth individuals | 30 | $62.0M |
All web addresses on file
Official SEC filing: View on IAPD