SEC Form ADV

TRANSCEND ADVISOR GROUP, LLC

Firm profile: Transcend Advisor Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWI

$253.2M

Assets Under Management

Employees

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Registration Details

Accession: crd-311746
Location: MILWAUKEE, WI
Filing Date: July 10, 2026
AUM: $253.2M
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

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

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