Bruce Wheadon is a control person of Transce3nd and directly owns under 5% of it.
Transce3nd is an investment adviser based in Buda, TX, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $419 million, as filed on 5 May 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5290450
- Firm
- Transce3nd · CRD 317745
- Role
- Chief Compliance Officer
- In role since
- May 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Buda, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Bruce Wheadon work?
Bruce Wheadon has been Chief Compliance Officer of Transce3nd LLC since May 2024, and is a control person of the firm.
How can I verify Bruce Wheadon’s record?
Bruce Wheadon’s role is listed on Transce3nd LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 317745.
