Transce3nd LLC
● SEC registered since 2022CRD 317745SEC# 801-126674Buda, TX
Reg. AUM
$418.9M
Employees
60
Accounts
2,619
Location
Buda, TX
Transce3nd LLC assets under management
Transce3nd LLC is an investment advisory firm registered with the SEC based in Buda, TX. The firm has been registered since 2022. It reports $418.9 million in regulatory assets under management and employs 60 people.
Transce3nd LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Alan Wheadon Control | Chief Compliance Officer | Under 5% | 2024 |
| John Tyler Mattingly Control | President | Under 5% | 2024 |
| Joseph Allen Quartucci Control | Managing Member | Over 75% | 2021 |
Frequently asked questions
How much does Transce3nd LLC manage?
Transce3nd LLC reports $418.9 million in regulatory assets under management on its Form ADV.
How many employees does Transce3nd LLC have?
Transce3nd LLC reports 60 employees.
Where is Transce3nd LLC located?
Transce3nd LLC is based in Buda, TX and has been SEC-registered since 2022.
Does Transce3nd LLC disclose fund performance?
Transce3nd LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 835 Main Street, Building 200, Buda, TX 78610 |
| Phone | 512-268-9220 |
| Fax | 512-268-9210 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$418.9M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$418.9Mregulatory AUM
Discretionary $418.9M