# ASCENT WEALTH MANAGEMENT

ASCENT WEALTH MANAGEMENT of KALISPELL, MT is an SEC-registered investment adviser.

## Registration

- CRD: 305915
- Type: SEC-registered investment adviser
- Location: 1220 WHITEFISH STAGE, KALISPELL, MT, 59901
- Phone: 406-314-4009
- Latest filing: 2026-01-06
- Regulatory AUM: $54.0M
- Discretionary AUM: $54.0M
- Clients: 1
- Accounts: 153

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305915/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305915/similar
- Related entities: https://search.stillhousedata.com/firm/305915/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305915

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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.