Managing Member · Transce3nd LLC
Joseph A. Quartucci
CRD 4522516 · 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 Joseph A. Quartucci on its Form ADV as Managing Member, a control person.
Firms and roles
- Transce3nd LLCManaging MemberWealth manager · Buda, TX · $419M in regulatory assets
AtlasMembers
Joseph’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Bruce A. WheadonChief Compliance Officer, Transce3nd LLC
- John T. MattinglyPresident, Transce3nd LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.