LP Profile

Transcend Advisor Group

Also known as transcend advisor

Wealth ManagerMilwaukee, United StatesFounded 2020
Milwaukee
Headquarters
Investment Focus

About Transcend Advisor Group

Transcend Advisor Group is a wealth manager based in Milwaukee, US. Founded in 2020.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Transcend Advisor Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$253.2M
Total Clients
799
Filing Date
March 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Transcend Advisor Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Transcend Advisor Group?

Transcend Advisor Group is a wealth manager based in Milwaukee, United States.

Where is Transcend Advisor Group headquartered?

Transcend Advisor Group is headquartered in Milwaukee, United States.

When was Transcend Advisor Group founded?

Transcend Advisor Group was founded in 2020.

How can I contact Transcend Advisor Group?

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