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ASCEND WEALTH ADVISORS, LLC
CRD 165774
7750 TOWN CENTRE DRIVE, SUITE 800, BROADVIEW HEIGHTS, OH, 44147-4052, United States
Phone
440-725-1902
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$41.6M
Discretionary AUM
$39.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-22
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $7.1M |
| High net worth individuals | 31 | $33.8M |
| Pension/profit sharing plans | 2 | $146K |
| Charitable organizations | 1 | $535K |
All web addresses on file
Official SEC filing: View on IAPD