Ascent Wealth Management Group, LLC

RIAState RegisteredEst. 2023

Total AUM

$40M

Discretionary

$40M

100% of AUM

Avg account

$278K

Accounts

144

Employees

Advisory reps

Firm details

Headquarters: Coral Gables, Florida
CRD number: 325532
Registered since: April 27, 2023
Website: www.ascentwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.53%
Pension & Profit Sharing Plans7.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ascent Wealth Management Group, LLC is an independent, Florida-based registered investment adviser operating as a limited liability company under individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its service model includes fee arrangements based on a percentage of assets under management, hourly billing, and fixed-fee engagements. Ascent also functions as a capital allocator and provides selection-of-other-advisers services and pension consulting work. The firm does not position itself as an ESG-focused investor.