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Ryan Joseph Munoz

Transce3nd LLC

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About Ryan Joseph Munoz

Ryan Joseph Munoz is an investment advisor representative at Transce3nd LLC. Ryan holds the Series 65 license and is registered to provide investment advice in California and Texas. Ryan has been in the financial services industry for over a decade, working with clients to develop and implement customized financial plans. Ryan also provides business consulting services through Munoz Financial, LLC. Ryan is dedicated to helping clients reach their financial goals.

Firm Information

Ryan Munoz 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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Ryan Munoz’s Registration & Firm History

TX

11/11/2024 - Present

Transce3nd LLC (KYLE TX)

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Licenses & Designations

IA

Issued 09/09/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Joseph Munoz.
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