Ascendor Wealth, LLC
Firm details
- Headquarters
- Wilmington, North Carolina
- CRD number
- 148969
- Registered since
- July 3, 2025
- Website
- www.ascendorwealth.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.79%
- Individuals28.27%
- Pension & Profit Sharing Plans2.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ascendor Wealth, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves a mix of individual, family and institutional clients and combines portfolio management with financial planning. It operates with both percentage-of-AUM and fixed-fee billing and also conducts insurance brokerage. Ascendor does not position itself as a capital allocator or a multi-state/pension consultant, and it does not flag active ESG investing as part of its mandate.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities15%
- Investment Grade Corp Bonds8%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Contacts
3 of 6
Keith Carter
Financial PlannerCRD 5887012
Ricky Graves
OwnerCRD 5395117
Brandon Dembowiak
OwnerCRD 5653741
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, NC
New Hanover
Location
Wilmington, NC
Headquartered in Wilmington, NC, in the South of the United States.
- Region
- South
- County
- New Hanover
- Address
- 5700 Oleander Dr
- Time zone
- ET (UTC-5)
- Office locations
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