TRANSCEND ADVISOR GROUP, LLC

TRANSCEND ADVISOR GROUP, LLC of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 311746). Regulatory assets under management: $253.2M.

Registration

• CRD: 311746
• SEC file number: 801-120108
• Type: Registered investment adviser
• Location: 311 E CHICAGO STREET, SUITE 210, MILWAUKEE, WI, 53202
• Phone: 262-884-9983
• Latest filing: 2026-07-10
• Regulatory AUM: $253.2M
• Discretionary AUM: $253.2M
• Clients: 5
• Accounts: 799

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311746 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search