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TRANSGLOBAL ADVISORY, LLC

MONROVIA, CA · CRD 168709 · IAPD ↗ · 626-447-7888

$58.3MRegulatory AUM
31Advisory reps
32Employees
0Clients
101-250Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
July 2026 — TRANSGLOBAL ADVISORY, LLC changed its website from transglobaladvisory.com to transglobalus.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
July 2026 — TRANSGLOBAL ADVISORY, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
January 2026 — TRANSGLOBAL ADVISORY, LLC added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2025 — TRANSGLOBAL ADVISORY, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
August 2024 — TRANSGLOBAL ADVISORY, LLC changed its website from transglobalus.com to transglobaladvisory.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
March 2024 — TRANSGLOBAL ADVISORY, LLC reported RAUM up 121% ($18.1M -> $39.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.