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FINAL ASCENT WEALTH ADVISORS, LLC
CRD 313896
315 S. COLLEGE RD., SUITE 205, LAFAYETTE, LA, 70503, United States
Phone
(337) 256-1032
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65.1M
Discretionary AUM
$65.1M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $4.8M |
| High net worth individuals | 10 | $60.3M |
All web addresses on file
Official SEC filing: View on IAPD