ASCEND WEALTH ADVISORS, LLC

ASCEND WEALTH ADVISORS, LLC of BROADVIEW HEIGHTS, OH is an SEC-registered investment adviser (CRD 165774). Regulatory assets under management: $41.6M.

Registration

• CRD: 165774
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165774 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search