# ASCEND WEALTH ADVISORS, LLC

ASCEND WEALTH ADVISORS, LLC of BROADVIEW HEIGHTS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 165774
- Type: SEC-registered investment adviser
- Location: 7750 TOWN CENTRE DRIVE, BROADVIEW HEIGHTS, OH, 44147-4052
- Phone: 440-725-1902
- Latest filing: 2026-03-22
- Regulatory AUM: $41.6M
- Discretionary AUM: $39.4M
- Non-discretionary AUM: $2.2M
- Clients: 1
- Accounts: 69

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165774/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165774/similar
- Related entities: https://search.stillhousedata.com/firm/165774/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165774

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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.