ASCENTIS WEALTH MANAGEMENT, LLC

Overview

Ascentis Wealth Management, LLC is a privately held LLC that registered with the SEC in 2024. The firm serves both high-net-worth individuals and institutional clients and provides financial planning as a core advisory activity. Its fees are charged as a percentage of assets under management, with additional unspecified fee arrangements under an "other" category. Ascentis is not classified under a specific advisor subclass in the available data, does not self-identify as a capital allocator, and is not an active ESG investor. The firm maintains relationships with other financial industry entities: it has affiliations with a broker-dealer, another investment adviser, and an insurance company. Ownership is listed as a domestic entity/individual structure. It is not a multi-state adviser and does not act as a pension consultant or related adviser per the provided details.

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Location & Offices