ASCENT WEALTH MANAGEMENT

Overview

Ascent Wealth Management is a small, independent registered investment adviser focused on individual and family clients, with services extending to small businesses. The firm is owner-operated and structures fees flexibly, combining an asset-based percentage with hourly and fixed-fee arrangements to suit planning and portfolio work. Core advisory services center on financial planning and discretionary portfolio management rather than institutional or pension consulting. Investment activity tilts toward liquid equity exposure: exchange-traded equities and ETFs make up the largest portion of client assets. The firm supplements core equity allocations with third-party alternative managers—specifically hedge funds and real estate funds—and uses mutual funds for additional diversification or convenient exposure where appropriate. Ascent maintains professional ties with accountants, reflecting a collaborative approach to tax and financial planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices