ASCENDANT WEALTH MANAGEMENT LLC of BONITA SPRINGS, FL is an SEC-registered investment adviser (CRD 145098). Regulatory assets under management: $131.8M.
| 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 | — |