Ascent Wealth Management Group, LLC

Overview

Ascent Wealth Management Group, LLC is an independent, owner-operated RIA organized as a limited liability company and registered with the SEC in 2023. The firm serves both individual/family and institutional clients and operates as a capital allocator, meaning it places client capital with third-party managers in addition to managing portfolios directly. Its advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Ascent does not advertise itself as an active ESG investor and reports an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives