ASCENT WEALTH MANAGEMENT

ASCENT WEALTH MANAGEMENT of KALISPELL, MT is an SEC-registered investment adviser (CRD 305915). Regulatory assets under management: $54.0M.

Registration

• CRD: 305915
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305915 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search