ASCENT WEALTH PARTNERS, LLC
Firm details
- Headquarters
- NEW HARTFORD, New York
- CRD number
- 158898
- Registered since
- August 24, 2011
- Website
- www.ascentwealthpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.64%
- Individuals22.2%
- Pension & Profit Sharing Plans8.6%
- Corporations / Businesses3.12%
- Charitable Organizations1.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Ascent Wealth Partners, LLC is an independent registered investment adviser operating as an LLC since 2011. The firm serves a mix of individual, family and institutional clients and charges fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. The firm is not positioned as a multi-state or ESG-focused manager and identifies as neither a capital allocator nor a pension consultant in the sense of sponsoring third‑party funds; it also lists a law firm among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities39%
- Public Funds/Mutual Funds27%
- Investment Grade Corp Bonds17%
- Private Funds5%
- US Government Bonds4%
Owners & executives
2 of 2SCOTT MCCARTNEY
Partner, Chief Investment OfficerCRD 4938320
NANCY KOWALCZYK
Director of Operations & Chief Compliance OfficerCRD 5358209
Contacts
3 of 11TIMOTHY WELCHONS
Financial AdvisorCRD 5473106
STEPHEN BASILE
Financial AdvisorCRD 6697788
MARTIN MOSHIER
PartnerCRD 4342998
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$354M in ETFs
91%
$321M
9%
$33.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $55.7M | 96,493 | 15.72% |
Location
NEW HARTFORD, NY
ONEIDA
Location
NEW HARTFORD, NY
Headquartered in NEW HARTFORD, NY, in the Northeast of the United States.
- Region
- Northeast
- County
- ONEIDA
- Address
- 89 Genesee St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
GOEHRING & ROZENCWAJG ASSOCIATES, LLC
RIANew York, NY
REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC
RIANew York, NY
CAVU CONSUMER PARTNERS, LLC
RIANew York, NY
JOHN G. ULLMAN & ASSOCIATES, INC
RIAHORSEHEADS, NY
EQUITABLE INVESTMENT MANAGEMENT, LLC
RIANew York, NY
SEACREST WEALTH MANAGEMENT, LLC
RIAPURCHASE, NY