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ASCEND WEALTH ADVISORS, LLC
CRD 329553
3560 3RD STREET SOUTH, JACKSONVILLE BEACH, FL, 32250, United States
Phone
904-241-8176
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2024-08-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Official SEC filing: View on IAPD