ASCENT WEALTH MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 2023

Total AUM

$39M

Discretionary

$39M

100% of AUM

Avg account

$265K

Accounts

147

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: HNWI89.62%
Pension & Profit Sharing Plans10.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ascent Wealth Management Group, LLC operates as an independent registered investment adviser and positions itself as a capital allocator for both individual and institutional clients. The firm provides a mix of financial planning and portfolio management services for individuals, small businesses and larger business or institutional clients. Its service menu includes pension consulting and the selection of outside advisers, which speaks to a consultative, multi-manager orientation rather than a single-product focus. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee engagements. Ascent is not an active ESG investor according to its disclosures. It is organized as a limited liability company and began SEC registration in 2023 under individual ownership.