Ascendant Financial Partners, LLC
Firm details
- Headquarters
- Rotonda West, Florida
- CRD number
- 143326
- Registered since
- May 23, 2007
- Website
- www.ascendantpartners.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Susan Wyka
Chief Compliance OfficerCRD 2481441
Contacts
3 of 5
Mark Warren
Managing PartnerCRD 2633270

Dustin Clevenger
Investment BankerCRD 7663631

Trevor Warren
PrincipalCRD 4905998
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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