ASCENDANCE WEALTH

ASCENDANCE WEALTH is an SEC-registered investment adviser (CRD 142583). Regulatory assets under management: $6.0M.

Registration

• CRD: 142583
• SEC file number: 801-67460
• Type: Registered investment adviser
• Phone: 303.264.4797
• Latest filing: 2026-05-07
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Accounts: 19

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142583 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search