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ASCENT WEALTH PARTNERS, LLC
CRD 158898 · SEC 801-72693
89 GENESEE STREET, NEW HARTFORD, NY, 13413, United States
Phone
315-624-7300
Fax
315-624-7305
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.52B
Discretionary AUM
$1.44B
Team
17 total employees; 15 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 778 | $337.0M |
| High net worth individuals | 258 | $981.2M |
| Pension/profit sharing plans | 38 | $130.6M |
| Charitable organizations | 6 | $21.8M |
| Corporations/business entities | 16 | $47.4M |
States served
CA, GA, MD, MA, NJ, NY, NC, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD