ASCENTIS WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$595,719,066
Discretionary
$480,745,090
Non-discretionary
$114,973,976
Firm details
- CRD number
- 330923
- SEC file number
- 801-130034
- Main office
- DALLAS, TX, United States
- Employees
- 9
- SEC status
- Approved
- Website
- Http://www.ascentiswealth.com
- Fee structure
-
Percentage of AUM Other
As of October 2026.