ASCEND WEALTH ADVISORS, LLC
Firm details
- Headquarters
- JACKSONVILLE BEACH, Florida
- CRD number
- 329553
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ascend Wealth Advisors, LLC operates as a limited liability company focused on providing financial planning and portfolio management services primarily for individuals and small businesses. The firm emphasizes a client-centric approach, offering tailored advisory services that include the selection of other advisers and educational seminars. While not classified as an active ESG investor, Ascend Wealth Advisors maintains a commitment to delivering comprehensive financial solutions to its clientele.
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
Contacts
3 of 4Stephen Phillips
CRD 7891508
CHRISTINA CUTLER
PartnerCRD 5962645
Travis Wilson
PartnerCRD 7891596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JACKSONVILLE BEACH, FL
DUVAL
Location
JACKSONVILLE BEACH, FL
Headquartered in JACKSONVILLE BEACH, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- DUVAL
- Address
- 3560 3rd St S
- Time zone
- ET (UTC-5)
- Office locations
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