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ASCENT WEALTH MANAGEMENT

ASCENT WEALTH MANAGEMENT PLLC

CRD 305915

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1220 WHITEFISH STAGE, KALISPELL, MT, 59901, United States

Phone

406-314-4009

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$54.0M

Discretionary AUM

$54.0M

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Other (specify)

Filing date

2026-01-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals32$9.7M
High net worth individuals28$44.3M

All web addresses on file

Official SEC filing: View on IAPD