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TRANSCE3ND LLC
CRD 317745File 801-126674
APPROVED
Retail clients
Filing as of May 5, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.