TRANSCEND WEALTH

TRANSCEND WEALTH of WOODMERE, OH is an SEC-registered investment adviser (CRD 292210). Regulatory assets under management: $93.5M.

Registration

• CRD: 292210
• Type: Registered investment adviser
• Location: 27600 CHAGRIN BLVD, WOODMERE, OH, 44122
• Phone: 216-236-1106
• Latest filing: 2026-03-31
• Regulatory AUM: $93.5M
• Discretionary AUM: $93.5M
• Clients: 3
• Accounts: 223

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292210 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search