← Back to searchVisit website
ASCENTIS WEALTH MANAGEMENT, LLC
CRD 330923 · SEC 801-130034
5001 SPRING VALLEY RD, SUITE 810W, DALLAS, TX, 75244, United States
Phone
214-440-3909
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$595.7M
Discretionary AUM
$480.7M
Team
9 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planning
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $30.0M |
| High net worth individuals | 120 | $455.8M |
| Pension/profit sharing plans | 5 | $3.4M |
| Charitable organizations | 1 | $804K |
| Insurance companies | 2 | $3.5M |
| Corporations/business entities | 36 | $102.2M |
States served
VI, TX
All web addresses on file
Official SEC filing: View on IAPD