# Transcend Wealth

> Transcend Wealth is a state-registered investment advisory firm in Woodmere, OH, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 292210
- Filed as: TRANSCEND WEALTH
- Legal name: Transcend Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Woodmere, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292210
- AdvisorCensus page: https://advisorcensus.com/firm/transcend-wealth-woodmere-oh-292210

## Quick answers

**How is Transcend Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Transcend Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Transcend Wealth located?**
Transcend Wealth's principal office is in Woodmere, OH, according to its Form ADV.

**Is Transcend Wealth registered with the SEC or a state?**
Transcend Wealth is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292210.

**How much does Transcend Wealth manage?**
Transcend Wealth reports $93,540,508 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Transcend Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (30).

**Does Transcend Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292210

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $93,540,508
- Discretionary: $93,540,508
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $31,509,291 |
| High net worth individuals | 30 | $62,031,217 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- transcendwealth.com
- Facebook @TranscendWealth
- LinkedIn @transcendwealth
- LinkedIn @dennis-coon

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Transcend Wealth (CRD 292210): Form ADV filing data as of October 2026.