Ascendant Financial Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Littleton, Colorado
CRD number
143326
Registered since
May 23, 2007

Firm profile

FINTRX

Overview

Ascendant Financial Partners, LLC is organized as a limited liability company and is classified in FINTRX’s data set as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The profile provides very limited operational detail: there are no entries for client types, fee models, or specific advisory activities in the available record. The firm is not flagged as a capital allocator and is not identified as an active ESG investor. It also does not appear in the dataset as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered entity.

Assets & Accounts

Location & Offices

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

Owners & executives

1 of 1
  • Susan Wyka

    Susan Wyka

    Chief Compliance OfficerCRD 2481441

Contacts

3 of 6
  • Mark Warren

    Mark Warren

    Managing PartnerCRD 2633270

  • Dustin Clevenger

    Dustin Clevenger

    PartnerCRD 7663631

  • Trevor Warren

    Trevor Warren

    PrincipalCRD 4905998

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Littleton, CO

Arapahoe

Location

Littleton, CO

Headquartered in Littleton, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
26 W Dry Creek Cir
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth