TRANSCEND ADVISOR GROUP, LLC
CRD #311746 SEC #801-120108 MILWAUKEE, WI 262-884-9983
SEC Registered
Total AUM
$206.6M
Discretionary
$206.6M
Employees
3
Clients
10
Accounts
764
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $206.6M | $206.6M | $0 | 3 | 0 |
| Mar 2025 | $206.6M | $206.6M | $0 | 3 | 0 |
| Nov 2024 | $216.2M | $216.2M | $0 | 4 | 0 |
| Nov 2024 | $216.2M | $216.2M | $0 | 4 | 0 |
| Sep 2024 | $216.2M | $216.2M | $0 | 4 | 0 |
| Jul 2024 | $216.2M | $216.2M | $0 | 4 | 0 |
| Mar 2024 | $216.2M | $216.2M | $0 | 4 | 0 |
| Oct 2023 | $170M | $170M | $0 | 4 | 0 |
| Mar 2023 | $170M | $170M | $0 | 4 | 0 |
| Feb 2023 | $171.4M | $171.4M | $0 | 3 | 0 |
| Oct 2022 | $171.4M | $171.4M | $0 | 3 | 0 |
| Mar 2022 | $171.4M | $171.4M | $0 | 3 | 0 |
| Jul 2021 | $102M | $40M | $62M | 3 | 0 |
| Jul 2021 | $102M | $40M | $62M | 3 | 0 |
| Jul 2021 | $102M | $40M | $62M | 3 | 0 |
| Mar 2021 | $102M | $40M | $62M | 3 | 0 |
| Mar 2021 | $102M | $40M | $62M | 3 | 0 |
| Mar 2021 | $102M | $40M | $62M | 3 | 0 |
| Mar 2021 | $102M | $40M | $62M | 3 | 0 |
| Mar 2021 | $102M | $40M | $62M | 3 | 0 |
| Feb 2021 | $102M | $40M | $62M | 3 | 0 |
| Feb 2021 | $102M | $40M | $62M | 3 | 0 |
| Feb 2021 | $102M | $40M | $62M | 3 | 0 |
| Dec 2020 | $102M | $40M | $62M | 3 | 0 |
DateAug 2025
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$216.2M
Discretionary$216.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$216.2M
Discretionary$216.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$216.2M
Discretionary$216.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$216.2M
Discretionary$216.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$216.2M
Discretionary$216.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$171.4M
Discretionary$171.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$102M
Discretionary$40M
Non-Disc.$62M
Employees3
Clients0
DateJul 2021
Total AUM$102M
Discretionary$40M
Non-Disc.$62M
Employees3
Clients0
DateJul 2021
Total AUM$102M
Discretionary$40M
Non-Disc.$62M
Employees3
Clients0
DateMar 2021
Total AUM$102M
Discretionary$40M
Non-Disc.$62M
Employees3
Clients0
DateMar 2021
Total AUM$102M
Discretionary$40M
Non-Disc.$62M
Employees3
Clients0
DateMar 2021
Total AUM$102M
Discretionary$40M
Non-Disc.$62M
Employees3
Clients0
DateMar 2021
Total AUM$102M
Discretionary$40M
Non-Disc.$62M
Employees3
Clients0
DateMar 2021
Total AUM$102M
Discretionary$40M
Non-Disc.$62M
Employees3
Clients0
DateFeb 2021
Total AUM$102M
Discretionary$40M
Non-Disc.$62M
Employees3
Clients0
DateFeb 2021
Total AUM$102M
Discretionary$40M
Non-Disc.$62M
Employees3
Clients0
DateFeb 2021
Total AUM$102M
Discretionary$40M
Non-Disc.$62M
Employees3
Clients0
DateDec 2020
Total AUM$102M
Discretionary$40M
Non-Disc.$62M
Employees3
Clients0