Ascendance Wealth

Overview

Ascendance Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, billing on a percentage-of-assets-under-management basis. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses; the firm also publishes periodicals or newsletters as part of its client communications. Ascendance Wealth does not present itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices