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TRANSCEND ADVISOR GROUP, LLC

MILWAUKEE, WI · CRD 311746 · IAPD ↗ · info@transcendadvisorgroup.com · 262-884-9983

$253.2MRegulatory AUM
5Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — TRANSCEND ADVISOR GROUP, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
December 2024 — TRANSCEND ADVISOR GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — TRANSCEND ADVISOR GROUP, LLC reported RAUM up 27% ($170.0M -> $216.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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