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TRANSCE3ND LLC
CRD 317745File 801-126674
APPROVED
Retail clients
Filing as of May 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$418.9M
Below cohort median (national)
Discretionary AUM
$418.9M
Clients
1,620
2,619 accounts
Employees
60
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 30, 2022
- Principal office
- 835 MAIN STREET, BUILDING 200, BUDA, TX, 78610
- Phone
- 512-268-9220
- Website
- https://e3wealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $418.9M
- Discretionary AUM
- $418.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,619
- Non-discretionary accounts
- 0
- Total accounts
- 2,619
- AUM per client
- $259K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $7.7M |
| Investment companies | 1 | $1.1M |
| High net worth individuals | 201 | $166.4M |
| Pension and profit sharing plans | 24 | $5.3M |
| Individuals (other than high net worth individuals) | 1,380 | $238.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 41 | 60 | increased by19 |
| Mar 1, 2026 | Clients | 2,517 | 1,620 | decreased by897 |
| Mar 1, 2026 | AUM | $361,954,267 | $418,926,290 | increased by$56,972,023 |
| Mar 1, 2026 | Accounts | 2,518 | 2,619 | increased by101 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 41 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 254 | 2,517 | increased by2,263 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $106,036,259 | $361,954,267 | increased by$255,918,008 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 465 | 2,518 | increased by2,053 |
| Oct 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRANSCE3ND” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRANSCE3ND” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.