Scottsdale, AZ N Perimeter Drive Office
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Transce3nd LLC
Multi-team
Firm-wide stats for Transce3nd LLC
About
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.
Based on Transce3nd LLC
Expertise
Based on Transce3nd LLC
Location
17207 N Perimeter Drive, #120
Scottsdale AZ 85255
Advisors at this office
3
Advisors at this office
Bryson B
Series 65, Series 63
Scottsdale, AZ
Transce3nd LLC
Bryson Blackwell is a financial advisor with Transce3nd LLC in Scottsdale, AZ, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Realta Equities Inc, Coastal Equities, Inc., and 1031 DST Group. Additionally, Blackwell is active as a licensed real estate agent with eXp Realty. Transce3nd LLC serves a diverse client base, including individuals, foundations, trusts, employer‑sponsored retirement plans, and charitable organizations. The firm employs a strategic asset allocation process based on fundamental, technical, and quantitative analysis, often utilizing third‑party model managers and tools such as Nitrogen risk profiling.
John M
Series 66
Scottsdale, AZ
Transce3nd LLC
John Miller is a financial advisor with Transce3nd LLC in Scottsdale, AZ, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Equitable Advisors, Arcosa Aggregates, and Vulcan Materials Company. Outside of his advisory duties, he is active as a licensed life and health insurance agent focused on fixed insurance products. Transce3nd LLC serves a broad client base including individuals, foundations, trusts, and institutions, offering investment management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, and frequently uses third-party models and money managers through AE Wealth Management’s platform.
Vincent A
Series 63, Series 65
Scottsdale, AZ
Transce3nd LLC
Vincent Annable is a financial advisor at Transce3nd LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at firms including Realta Equities, Coastal Investment Advisors, and Center Street Advisors. Outside of his advisory role, he owns and produces the Your Money Manual podcast and is involved in consulting and educational activities related to endowment models and family office advisory. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, and employer-sponsored retirement plans, providing comprehensive investment management and financial planning services. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis and accesses third-party managers through AE Wealth Management’s platform.
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