# ASCEND WEALTH ADVISORS, LLC

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

## Registration

- CRD: 329553
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329553/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329553/similar
- Related entities: https://search.stillhousedata.com/firm/329553/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329553

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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.