SEC Form ADV

TRANSCEND ADVISOR GROUP, LLC

Registered Investment AdviserWI
$253.2M
Assets Under Management
799
Total Clients
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Registration Details

Accession
CRD-311746
Location
MILWAUKEE, WI
Filing Date
March 2, 2026
AUM
$253.2M
Total Clients
799
Amendment
No

About this Adviser

TRANSCEND ADVISOR GROUP, LLC is a registered investment adviser headquartered in MILWAUKEE, WI, managing approximately $253.2M in assets across 799 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.