Transce3nd LLC
Firm details
- Headquarters
- Buda, Texas
- CRD number
- 317745
- Registered since
- September 30, 2022
- Website
- transcendim.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals56.9%
- HNWI39.73%
- Corporations / Businesses1.83%
- Pension & Profit Sharing Plans1.27%
- Investment Companies0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Transce3nd LLC is an independent, individual-owned RIA registered with the SEC in 2022 that operates as a capital allocator for both high-net-worth individuals/families and institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third-party managers. The firm reports being an active ESG investor and offers fee arrangements that include AUM-based fees and fixed-fee engagements. It maintains formal relationships with an accountant and an insurance company as industry affiliates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities20%
- Cash & Cash Equivalents7%
- Private Funds3%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 3
Vincent Annable
Founder and CEOCRD 1033573
Arpit Sharma
Chief Investment OfficerCRD 7623706
Bruce Wheadon
Chief Compliance OfficerCRD 5290450
Contacts
3 of 41
Steven Perrmann
Senior PartnerCRD 5873282
Jennifer Taylor
Senior PartnerCRD 5886419
Daniel Roemerman
PresidentCRD 5300140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$15.8M in ETFs
63%
$9.9M
14%
$5.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2M | 2,702 | 12.94% |
Location
Buda, TX
Hays
Location
Buda, TX
Headquartered in Buda, TX, in the South of the United States.
- Region
- South
- County
- Hays
- Address
- 835 Main St
- Time zone
- CT (UTC-6)
- Office locations
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