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- Custodian
- Altruist · Charles Schwab & Company · LPL Financial · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-05-2018
- Office Locations
- 1
Office Locations
About Transcend Wealth
Transcend Wealth is an Ohio-based RIA focused on education-led, customized wealth management that adapts as clients’ lives change. The firm works with individuals including entrepreneurs and retirees, providing financial and investment planning with support for tax and estate planning, retirement planning, and insurance needs. Portfolios are implemented primarily with public funds (mutual funds, with some ETF use), and the practice leverages tools such as Black Diamond and MoneyGuide with custody through Schwab and Altruist.
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Owner & Executives
DENNIS CHRISTOPHER COON
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4649885
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,540,508 | -- |
| Non-Discretionary | $0 | -- |
| Total | $93,540,508 | -- |
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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 |
| Total | Available | Available |
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