ASCENDOR WEALTH, LLC

Overview

Ascendor Wealth, LLC is an independent registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional relationships and combines financial planning with discretionary portfolio management for individuals and small businesses. Fee arrangements include asset-based fees and fixed fees, and the firm also operates as an insurance broker. Ascendor does not act as a capital allocator (it does not appear to run proprietary third‑party funds), is not an active ESG investor, and is not registered as a multi‑state adviser. The firm’s SEC registration year is listed as 2025. It reports working with external professional advisors, including accountants and law firms, as part of its client service model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices