Ascend Wealth Management

Overview

Ascend Wealth Management is an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm works primarily with individual and family clients and functions as a capital allocator, placing client capital with outside managers when appropriate. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and investor education through seminars and workshops. Fee arrangements are flexible and include a percentage of AUM, hourly charges, fixed fees and other fee types. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices