ASCEND WEALTH ADVISORS, LLC
Firm details
- Headquarters
- BROADVIEW HEIGHTS, Ohio
- CRD number
- 165774
- Website
- ascendwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.35%
- Individuals17.02%
- Charitable Organizations1.29%
- Pension & Profit Sharing Plans0.35%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ascend Wealth Advisors, LLC is a small, privately owned advisory firm that manages portfolios for individuals, families and some institutional clients. The firm charges fees as a percentage of assets under management and focuses its advisory activity on portfolio management for individual and small-business accounts. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities52%
- Cash & Cash Equivalents30%
- Exchange Traded Equities11%
- Public Funds/Mutual Funds7%
Contacts
1 of 1JOHN BAIR
PresidentCRD 1956055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BROADVIEW HEIGHTS, OH
CUYAHOGA
Location
BROADVIEW HEIGHTS, OH
Headquartered in BROADVIEW HEIGHTS, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 7750 Town Centre Dr
- Time zone
- ET (UTC-5)
- Office locations
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