# ASCENDANT WEALTH MANAGEMENT LLC

ASCENDANT WEALTH MANAGEMENT LLC of BONITA SPRINGS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 145098
- Type: SEC-registered investment adviser
- SEC file number: 801-68341
- Location: 3301 BONITA BEACH ROAD, SUITE 208, BONITA SPRINGS, FL, 34134
- Phone: 239-992-3900
- Latest filing: 2020-02-19
- Regulatory AUM: $131.8M
- Discretionary AUM: $131.8M
- Clients: 3
- Accounts: 66

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| MORGAN WILLIAM ANDREW | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| SCHILLER FRIEDRICH | MEMBER | — |
| CORCORAN DAVID P | MEMBER; SENIOR VICE PRESIDENT | — |
| LEWIS DAVID MARK | MEMBER; SENIOR VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145098/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145098/similar
- Related entities: https://search.stillhousedata.com/firm/145098/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145098

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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.