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Chief Compliance Officer · Transce3nd LLC

Bruce A. Wheadon

CRD 5290450 · Named on Form ADV at one SEC-registered adviser

At a glance

Transce3nd LLC, an SEC-registered wealth manager based in Buda, TX with $419 million in regulatory assets, lists Bruce A. Wheadon on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Transce3nd LLCChief Compliance OfficerWealth manager · Buda, TX · $419M in regulatory assets

AtlasMembers

Bruce’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bruce’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.