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TRANSCE3ND LLC

BUDA, TX · CRD 317745 · IAPD ↗ · transcendim.com · 512-268-9220

$418.9MRegulatory AUM
42Advisory reps
60Employees
0Clients
1-10Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — TRANSCE3ND LLC added office(s): 16 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
January 2026 — TRANSCE3ND LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
December 2025 — TRANSCE3ND LLC changed its website from e3wealth.com to transcendim.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
December 2025 — TRANSCE3ND LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — TRANSCE3ND LLC notice-filed in OR, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2025 — TRANSCE3ND LLC moved its main office from KYLE, TX to BUDA, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2025 — TRANSCE3ND LLC added office(s): 12 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — TRANSCE3ND LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
79
April 2025 — TRANSCE3ND LLC grew from 28 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
September 2024 — TRANSCE3ND LLC notice-filed in LA, OH, OK, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2024 — TRANSCE3ND LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
July 2024 — TRANSCE3ND LLC changed its website from transcendim.com to e3wealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
June 2024 — TRANSCE3ND LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2024 — TRANSCE3ND LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — TRANSCE3ND LLC added office(s): 5 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — TRANSCE3ND LLC notice-filed in IA, IL, KS, NC, NE, NY, VA, VT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — TRANSCE3ND LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
68
April 2024 — TRANSCE3ND LLC now reports custody of client assets ($1.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
71
April 2024 — TRANSCE3ND LLC reported RAUM up 70% ($184.3M -> $313.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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