← Back to searchVisit website
ASCENDOR WEALTH, LLC
CRD 148969 · SEC 801-133828
5700 OLEANDER DRIVE, WILMINGTON, NC, 28403, United States
Phone
910-790-0122
Fax
888-761-7577
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.6M
Discretionary AUM
$145.6M
Team
7 total employees; 7 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $41.2M |
| High net worth individuals | 34 | $100.2M |
| Pension/profit sharing plans | 5 | $4.3M |
States served
NC, TX
All web addresses on file
Official SEC filing: View on IAPD