Ascentis Wealth Management, LLC

RIASEC Registered
Total AUM
$596M
Discretionary
$481M
81% of AUM
Avg account
$732K
Accounts
814
Employees
9
Advisory reps
11

Firm details

Headquarters
Dallas, Texas
CRD number
330923
Registered since
April 25, 2024
Fee structure
Percentage of AUM, Other
Client types
  • HNWI76.52%
  • Corporations / Businesses17.16%
  • Individuals5.04%
  • Insurance Companies0.58%
  • Pension & Profit Sharing Plans0.57%
Services
Financial Planning

Firm profile

FINTRX

Overview

Ascentis Wealth Management, LLC is an independent registered investment adviser organized as an LLC that registered with the SEC in 2024. The firm works with individuals, families and institutional clients and provides advisory services with financial planning as a stated offering. Its fee model is primarily a percentage of assets under management, supplemented by other fee arrangements. The firm reports affiliations with a broker-dealer, another investment adviser and an insurance company. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, Private Funds 10%, State & Local Bonds 8%, Derivatives 6%, Public Funds/Mutual Funds 6%, Cash & Cash Equivalents 6%, US Government Bonds 2%, Investment Grade Corp Bonds 2%63%
  • Exchange Traded Equities63%
  • Private Funds10%
  • State & Local Bonds8%
  • Derivatives6%
  • Public Funds/Mutual Funds6%

Owners & executives

2 of 2
  • Matthew Reynolds

    Matthew Reynolds

    President, Chief Financial OfficerCRD 4077413

  • Michael Mansur

    Michael Mansur

    Co-ceoCRD 2966580

Contacts

3 of 9
  • Kimberly Abmeyer

    Kimberly Abmeyer

    Equity PartnerCRD 4288287

  • Niko Puritz

    Niko Puritz

    Wealth AdvisorCRD 7045394

  • Clinton Sorenson

    Clinton Sorenson

    Co-FounderCRD 5393457

Unlock 6 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
5001 Spring Valley Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth