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 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
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
PartnerCRD 2633270
Ronald Flaherty
Associate RepresentativeCRD 1578215

Dustin Clevenger
Investment BankerCRD 7663631
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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