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ASCENT WEALTH MANAGEMENT GROUP, LLC

CRD 325532 · SEC 801-127763

Visit website

1600 PONCE DE LEON BLVD, SUITE 1000, CORAL GABLES, FL, 33134, United States

Phone

305-444-7317

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$39.0M

Discretionary AUM

$39.0M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
High net worth individuals75$34.9M
Pension/profit sharing plans4$4.0M

All web addresses on file

Official SEC filing: View on IAPD