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 organized as a limited liability company and has been registered with the SEC since 2007. The firm is classified in the source data as an investment bank and is owned by a combination of a domestic entity and individual owners. The dataset does not describe the firm's client segments, fee schedules, or the specific advisory and business activities it conducts. The profile flags several operating characteristics: Ascendant is not identified as a capital allocator, it is not reported as an active ESG investor, it is not registered as a multi‑state adviser, and it does not act as a pension consultant or related adviser per the available disclosures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    PartnerCRD 2633270

  • Ronald Flaherty

    Associate RepresentativeCRD 1578215

  • Dustin Clevenger

    Dustin Clevenger

    Investment BankerCRD 7663631

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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