# ASCENT WEALTH PARTNERS, LLC

ASCENT WEALTH PARTNERS, LLC of NEW HARTFORD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 158898
- Type: SEC-registered investment adviser
- SEC file number: 801-72693
- Location: 89 GENESEE STREET, NEW HARTFORD, NY, 13413
- Phone: 315-624-7300
- Latest filing: 2026-07-17
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $80.5M
- Clients: 17
- Accounts: 2,359

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Nancy Lamb Kowalczyk | CHIEF COMPLIANCE OFFICER | — |
| Bradley Michael Kowalczyk | MANAGING MEMBER; PARTNER | — |
| Martin Edward Moshier | MANAGING MEMBER; PARTNER | — |
| Christopher Boyan Lai | CHIEF INVESTMENT OFFICER | — |
| Joseph Dominick Summa | PARTNER | — |
| Neil Anthony Edmonds | PARTNER | — |
| MCCARTNEY SCOTT CLYDE | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; PARTNER | — |
| KOWALCZYK BRADLEY MICHAEL | MANAGING MEMBER; PARTNER | — |
| MOSHIER MARTIN E | MANAGING MEMBER; PARTNER | — |
| TRELA NANCY LAMB | CHIEF COMPLIANCE OFFICER | — |
| MOSHIER MARTIN EDWARD | MANAGING MEMBER | — |
| KOWALCZYK NANCY LAMB | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SARATOGA SPRINGS | NY | 4 | 518-306-4220 |
| ELMIRA | NY | 1 | 607-734-2002 |
| CHARLOTTE | NC | 1 | 315-624-7300 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158898/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158898/similar
- Related entities: https://search.stillhousedata.com/firm/158898/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158898

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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.