Transce3nd LLC

Overview

Transce3nd LLC is an SEC registered investment adviser based in Buda, TX, registered since 2022. It reports $419M in assets under management across 2,619 accounts, with 60 employees. It has 42 investment adviser representatives.

Reported AUM

$419M

Discretionary

100%

Accounts

2,619

Average account

$16K

Employees

60

Advisory reps

42

Registered since

2022

Jurisdictions

28

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• John Tyler Mattingly President CRD 3102165
• Joseph Allen Quartucci Managing Member CRD 4522516
• Bruce Alan Wheadon Chief Compliance Officer CRD 5290450

Advisory reps 3 of 42

• William Joseph Alexander Insurance Agent · Investment Adviser Rep CRD 5553208
• Robert Lloyd Annable II Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4657825
• Vincent Keith Annable Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1033573

39 more advisory reps, with emails, phones and branch locations

Location

Headquarters

835 Main St Bldg 200
Buda, TX 78610

County

Hays

Metro area

Austin-Round Rock-Georgetown, TX

Region

South

Registrations

• SEC registered
• Registered in 28 jurisdictions
• Website: transcendim.com

Every state, with registration dates

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