ASCEND WEALTH MANAGEMENT, LLC

ASCEND WEALTH MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 122438). Regulatory assets under management: $54.5M.

Registration

• CRD: 122438
• SEC file number: 801-61927
• Type: Registered investment adviser
• Location: 4400 POST OAK PARKWAY, SUITE 2160, HOUSTON, TX, 77027
• Phone: 713.623.8867
• Latest filing: 2005-09-08
• Regulatory AUM: $54.5M
• Discretionary AUM: $54.5M
• Clients: 1
• Accounts: 19

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 122438 on SEC IAPD (source of record)
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