Ascendance Wealth
RIAState Registered
Total AUM
$6M
Discretionary
$6M
100% of AUM
Avg account
$315K
Accounts
19
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 142583
- Registered since
- November 8, 2007
- Fee structure
- Percentage of AUM
- Client types
- Individuals62.22%
- HNWI37.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Ascendance Wealth is a small, independent registered investment adviser organized as an LLC and owned by an individual. Its client focus is individuals and families, and its primary fee model is a percentage of assets under management. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and also publishes periodicals or newsletters for clients. Ascendance Wealth does not position itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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