Ascent Wealth Management Group, LLC

RIASEC 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, individual-owned registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm acts as a capital allocator, offering financial planning and portfolio management for individuals, small businesses, and institutions, plus pension consulting and selection of other advisers. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee options. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser. It maintains an industry affiliation with an insurance company. Clientele spans individual and family relationships as well as institutional mandates. Given the mix of advisory services and the capital-allocation role, the firm combines direct portfolio management with access to third-party managers for specialized strategies.