Ascendant Financial Partners, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Rotonda West, Florida
CRD number
143326
Registered since
May 23, 2007

Firm profile

FINTRX

Overview

Ascendant Financial Partners, LLC is recorded as a limited liability company that has been SEC‑registered since 2007 and is classified in the dataset as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. FINTRX flags indicate the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not a multi‑state adviser. The dataset does not provide details on advisory activities, fee schedules, or client segments. The available attributes suggest the firm’s regulatory footprint is small and its profile in this source emphasizes organizational classification rather than a disclosed wealth‑management platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Susan Wyka

    Susan Wyka

    Chief Compliance OfficerCRD 2481441

Contacts

3 of 5
  • Mark Warren

    Mark Warren

    Managing PartnerCRD 2633270

  • Dustin Clevenger

    Dustin Clevenger

    Investment BankerCRD 7663631

  • Trevor Warren

    Trevor Warren

    PrincipalCRD 4905998

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rotonda West, FL

Charlotte

Location

Rotonda West, FL

Headquartered in Rotonda West, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
Charlotte
Address
317 Australian Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth