ASCENT WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,518,044,632
Discretionary
$1,437,583,054
Non-discretionary
$80,461,578
Firm details
- CRD number
- 158898
- SEC file number
- 801-72693
- Main office
- NEW HARTFORD, NY, United States
- Employees
- 17
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.