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ASCEND INVESTMENT PARTNERS
KESLER, NORMAN & WRIDE, LLC
CRD 307667 · SEC 801-118514
2225 WASHINGTON BLVD., SUITE 110, OGDEN, UT, 84401, United States
Phone
(801) 476-1200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$661.4M
Discretionary AUM
$659.3M
Team
8 total employees; 5 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFINANCIAL INSTITUTION CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 748 | $172.7M |
| High net worth individuals | 183 | $447.8M |
| Pension/profit sharing plans | 15 | $14.6M |
| Charitable organizations | 8 | $14.8M |
| Corporations/business entities | 7 | $11.5M |
States served
AZ, CA, CO, ID, NV, NM, NY, OR, UT, WY, WA, TX, NH, FL
All web addresses on file
- https://www.AscendInvestment.com
- https://www.facebook.com/Ascend-Investment-Partners-Financial-Advisor-Garrett-Smith-2140710342865821
- https://www.linkedin.com/in/ascendwithgarrett/
- https://www.linkedin.com/in/brent-ward-keller-19326624/
- https://www.linkedin.com/in/chris-kesler-46998224/
- https://www.linkedin.com/in/paul-norman-81698291/
- https://www.linkedin.com/in/kevin-kesler-64804838/
- https://www.youtube.com/channel/UCBln0ex-YS0bC1VTGVCA85A?
Official SEC filing: View on IAPD