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ASCENTIS INDEPENDENT ADVISORS, LLC
CRD 322879 · SEC 801-126441
5001 SPRING VALLEY ROAD, SUITE 810W, DALLAS, TX, 75244, United States
Phone
866-273-1563
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.09B
Discretionary AUM
$1.96B
Team
43 total employees; 39 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; FINANCIAL PLANNING FEES
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2080 | $510.9M |
| High net worth individuals | 610 | $1.48B |
| Investment companies | 1 | $26K |
| Pension/profit sharing plans | 44 | $13.2M |
| Charitable organizations | 9 | $4.1M |
| Corporations/business entities | 71 | $91.3M |
States served
VT, AL, AK, AZ, CA, CO, GA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OR, PA, SC, TN, UT, VA, WV, WI, WY, WA, TX, HI, FL
All web addresses on file
- https://www.Schneider-Wealth.com
- https://www.tangentretirement.com
- https://www.tvnwealth.com
- https://www.teamgoldenstate.com
- https://www.vector3wealth.com
- https://www.heartmtwm.com
- https://www.arisewm.com
- http://ArenzanoCapital.com
- https://www.youngglobalwealth.com/
- https://tinkercapital.com
- https://www.xartisgroup.com
- https://constanceweatlh.com
- https://cirquefinancialgroup.com
- https://www.waterstone-wealth.com/
- https://windfallhillcapital.com/
- https://ascentisadvisor.com
- https://topwaterwealth.com
- https://advisors.ascentis.co
- https://www.marshallwealthadvisors.com
- https://ascentisadvisors.com
- https://www.avellaprivatewealth.com/
- https://www.desertcitieswm.com/
- https://www.organpeakfinancial.com/
- https://www.longevity-wealth.com
Official SEC filing: View on IAPD