Ascent Wealth Management Group, LLC

RIAState Registered

Total AUM

$40M

Discretionary

$40M

100% of AUM

Avg account

$278K

Accounts

144

Employees

Advisory reps

Firm details

Headquarters: Coral Gables, Florida
CRD number: 325532
Registered since: April 27, 2023
Website: www.ascentwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.53%
Pension & Profit Sharing Plans7.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ascent Wealth Management Group, LLC is an independent, Florida-based advisory firm organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning, portfolio management for individuals/small businesses and for businesses/institutions, pension consulting services, and the selection of other advisers. Fee arrangements include a percentage of assets under management, hourly billing, and fixed fees. The firm describes itself as a capital allocator and maintains an industry affiliation with an insurance company. It does not position itself as an active ESG investor.