FINAL ASCENT WEALTH ADVISORS, LLC

Overview

Final Ascent Wealth Advisors, LLC is a small, privately held advisory firm focused on portfolio management for individuals and small businesses. The firm serves an individual and family client base under a fee model that combines percentage-of-AUM and fixed fees. Filings show the adviser operates on a fully discretionary basis, directs client portfolios toward publicly traded pooled vehicles, and does not identify itself as an active ESG investor or a multi-state adviser. Its investment posture favors off-the-shelf public funds and mutual funds rather than direct holdings in individual securities disclosed at the filing level.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices