Middleton, ID Office

Transce3nd LLC (marketed as e3 Wealth) works with a broad client mix including individuals (both non‑HNW and high net worth), foundations, trusts, estates, employer‑sponsored retirement plans, charitable organizations and institutions. The firm provides discretionary and non‑discretionary investment management, financial planning, retirement plan consulting and standalone consulting, and also sponsors a wrap fee program administered through a third‑party platform.

The firm’s investment process centers on strategic asset allocation informed by fundamental, technical and quantitative analysis, and it commonly implements portfolios through third‑party model and money managers via AE Wealth Management’s platform and model manager programs. Transce3nd uses tools such as the Nitrogen risk‑profiling technology, monitors managers for style drift and turnover, and may include structured products, REITs and private investments where suitable.

Transce3nd’s brochure discloses several uncommon affiliations and practices for a multi‑team firm: it operates an affiliated insurance agency (e3 Wealth) and affiliated tax/preparation entities (e3 Tax/APU Partners), works with an insurance IMO (Advisors Excel), and sponsors its own wrap program through AEWM. The firm also highlights marketing activities such as seminars and acceptance of marketing‑expense reimbursements and, per disclosure materials, the use of testimonials in advertising, and it reports serving insurance company clients—each of which is less common among peers.