Ascendance Wealth

Overview

Ascendance Wealth LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm manages wealth on a percentage-of-assets fee basis and serves individual and family clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the publication of periodic newsletters or periodicals. Ascendance Wealth does not identify as an active ESG investor, is not presented as a multi-state adviser, and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives