ASCENTIS ASSET MANAGEMENT, LLC

CRD 318126 · SEC 801-123264

5001 SPRING VALLEY RD, SUITE 810W, DALLAS, TX, 75244, United States

Phone

866-273-1563

Fax

949-428-4290

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

Discretionary AUM

Team

9 total employees; 6 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

Services

Portfolio management (individuals)

CA, WY, TX

Official SEC filing: View on IAPD