RIA Intelligence

TRANSCEND WEALTH COLLECTIVE INVESTMENT MANAGEMENT, LLC

CRD #310568 SEC #802-119454 MADISON, NJ 973-370-3203 X101
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Jun 30, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BUSHERY, GLEN, MICHIEF FINANCIAL OFFICER AND INTERIM CHIEF COMPLIANCE OFFICERNA Control
BUSHERY, GLEN, MICHIEF FINANCIAL OFFICER AND INTERIM CHIEF COMPLIANCE OFFICERNA Control
HUGHES, JAMES, PriesterICHIEF COMPLIANCE OFFICERNA Control
HUGHES, JAMES, PriesterICHIEF COMPLIANCE OFFICERNA Control
HUGHES, JAMES, PriesterICHIEF COMPLIANCE OFFICERNA Control
TRANSCEND WEALTH COLLECTIVE HOLDINGS, LLCDEMANAGING MEMBER (HOLDING COMPANY)E Control
TRANSCEND WEALTH COLLECTIVE HOLDINGS, LLCDEMANAGING MEMBER (HOLDING COMPANY)E Control
TRANSCEND WEALTH COLLECTIVE HOLDINGS, LLCDEMANAGING MEMBER (HOLDING COMPANY)E Control
TRANSCEND WEALTH COLLECTIVE HOLDINGS, LLCDEMANAGING MEMBER (HOLDING COMPANY)E Control
TRANSCEND WEALTH COLLECTIVE HOLDINGS, LLCDEMANAGING MEMBER (HOLDING COMPANY)E Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
DIDDEN, JAMES, MATTHEWITRANSCEND WEALTH COLLECTIVE HOLDINGS, LLCC Control
DIDDEN, JAMES, MATTHEWITRANSCEND WEALTH COLLECTIVE HOLDINGS, LLCC Control
DIDDEN, JAMES, MATTHEWITRANSCEND WEALTH COLLECTIVE HOLDINGS, LLCC Control
NIEDERAUER, DUNCAN, LEIGHITRANSCEND WEALTH COLLECTIVE HOLDINGS, LLCC Control
NIEDERAUER, DUNCAN, LEIGHITRANSCEND WEALTH COLLECTIVE HOLDINGS, LLCC Control

Registrations

Federal

ERA
Jun 30, 2022 REGISTERED

Address

175 PARK AVENUE
MADISON, NJ 07940
United States
Phone: 973-370-3203 X101