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Micah Anthony Medellin

Transce3nd LLC

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About Micah Anthony Medellin

Micah Medellin is a registered investment advisor representative with Transce3nd LLC. Micah has been in the securities industry since 2021 and has a Series 7TO, Series 66, and SIE license. Micah holds a state registration with Texas and has been active with Transce3nd LLC since 2024. Prior to that, Micah was registered with KALOS CAPITAL, INC. Micah specializes in portfolio management for individuals and businesses, and also provides financial planning and selection of other advisors services. Micah is currently employed with e3 Wealth as a Cash Flow Strategist. Micah is also a driver for Uber.

Firm Information

Micah Medellin is currently registered with Transce3nd LLC. Transce3nd LLC is a Registered Investment Advisor based in Kyle, TX, with a focus on providing financial planning and portfolio management services for individuals, high net worth individuals, and corporations. They have a team of 27 licensed agents and manage over $313 million in assets for 2,378 clients. Their advisory services include financial planning, portfolio management for individuals, selection of other advisors, and participation in wrap fee programs.
Transce3nd LLC

165 ELMHURST

KYLE, TX 78640

$313.20M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Micah Medellin’s Registration & Firm History

TX

05/29/2024 - Present

Transce3nd LLC (KYLE TX)

TX

04/25/2022 - 08/01/2022

KALOS CAPITAL, INC. (Kyle TX)

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Licenses & Designations

BOTH

Issued 05/20/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Micah Anthony Medellin.
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