Transce3nd LLC - Investment Advisers

About Transce3nd LLC

Transce3nd LLC is a registered investment adviser headquartered in Buda, Texas, and is listed among the investment advisers in Texas. The firm reports regulatory assets under management of $418.93 million and has 60 employees. It states that it works with established, independent financial advisers who already have a book of business and want to grow their practices. The firm describes its services as back-office support for advisers. These include portfolio management, with access to actively risk-managed models, along with administrative operations, compliance support, marketing and brand support, and technology with multiple custodial relationships. It also offers advisers market summaries, educational materials, podcasts, a risk calculator, and model fact sheets. Founder Joe Quartucci leads the firm's executive team, and he holds the CPWA and ChFC designations. The team also includes Tyler Mattingly, Bruce Wheadon, Arpit Sharma, CFA, and Mary Bates. The firm is also included in the US investment advisers directory.

Key Facts

Assets Under Management

$418.93M

Employees

60

SEC File Number

801-126674