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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-26-2022
- Office Locations
- 16
Office Locations
About Transce3nd LLC
TRANSCE3ND LLC (E3 Wealth) provides goal-based financial planning and wealth guidance for individuals, families, business owners and entrepreneurs, with a focus on retirement, cash flow, and risk management. Investment implementation commonly uses public funds and ETFs. Founded by John Moriarity and Joe Quartucci, the firm also delivers weekly 'Wealth Wins' segments on local TV in Austin and St. Louis.
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Accredited Investors
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Owner & Executives
JOSEPH ALLEN QUARTUCCI
Managing Member
- CRD
- #4522516
- Ownership
- 75% or more
JOHN TYLER MATTINGLY
President
- CRD
- #3102165
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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WILLIAM JOSEPH ALEXANDER
Private Wealth Advisor
- CRD
- #5553208
Robert Lloyd Annable
--
- CRD
- #4657825
Showing 2 of 44 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $418,926,290 | $159,957 |
| Non-Discretionary | $0 | -- |
| Total | $418,926,290 | $159,957 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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