TRANSCEND WEALTH

Overview

Transcend Wealth is an independent registered investment adviser operating as a limited liability company that serves high-net-worth individuals and families. The firm delivers fee-based financial planning and discretionary portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. Its revenue model combines a percentage-of-AUM fee with hourly and fixed-fee engagements, allowing flexibility for one-off planning work or ongoing managed accounts. Investment activity is centered on publicly available pooled vehicles—chiefly mutual funds and other public funds—used to construct diversified client portfolios. The firm does not position itself as a capital allocator; instead it sources third-party managers for specialized exposures, with particular attention to real estate when allocating to alternatives. Transcend Wealth reports no active ESG program and manages assets on a discretionary basis for its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices