ASCEND WEALTH ADVISORS, LLC

ASCEND WEALTH ADVISORS, LLC of JACKSONVILLE BEACH, FL is an SEC-registered investment adviser (CRD 329553).

Registration

• CRD: 329553
• Type: Registered investment adviser
• Location: 3560 3RD STREET SOUTH, JACKSONVILLE BEACH, FL, 32250
• Phone: 904-241-8176
• Latest filing: 2024-08-08
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329553 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search