Ascend Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 335269
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals45.92%
- HNWI31.39%
- Other22.69%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ascend Wealth Management is a small, independent Registered Investment Advisor organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients and positions itself as a capital allocator, sourcing third-party managers and funds rather than running large proprietary products. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selecting outside advisers, and running educational seminars and workshops. Compensation is mixed — the firm charges AUM-based fees alongside hourly and fixed-fee engagements and other fee arrangements. The firm does not identify as an active ESG investor and the filing indicates it operates on a single-state basis.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds67%
- Non-Exchange Traded Equities16%
- Cash & Cash Equivalents15%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Connie Costanzo
Financial AdvisorCRD 7196176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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