Transcend Advisor Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 2, 2026, reports $253M in regulatory assets under management, 4 employees, 2 offices, and 799 accounts.
Assets Under Management
$253M
Employees
4
Offices
2 offices
Total Clients
360
Primary office
MILWAUKEE, WI
311 E CHICAGO STREET, SUITE 210, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.3% of total clients.
Top client categories% of clientsClients
1
Individuals
83.3%
300
2
HNWI
16.7%
60
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of March 2, 2026
Discretionary100.0%
$253M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$253M
Total Accounts799
10Y AUM Change+$151M (+148.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee90:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.