# ASCEND WEALTH MANAGEMENT, LLC

ASCEND WEALTH MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 122438
- Type: SEC-registered investment adviser
- SEC file number: 801-61927
- 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)

| Name | Role | Location |
| --- | --- | --- |
| BAUER DANIEL DOUGLAS | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| CONTANT MICHAEL DAVID | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122438/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122438/similar
- Related entities: https://search.stillhousedata.com/firm/122438/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122438

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.