# ASCENTIS WEALTH MANAGEMENT, LLC

ASCENTIS WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 330923
- Type: SEC-registered investment adviser
- SEC file number: 801-130034
- Location: 5001 SPRING VALLEY RD, SUITE 810W, DALLAS, TX, 75244
- Phone: 214-440-3909
- Latest filing: 2026-05-13
- Regulatory AUM: $595.7M
- Discretionary AUM: $480.7M
- Non-discretionary AUM: $115.0M
- Clients: 9
- Accounts: 814

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Michael Peter Mansur | OWNER; PRESIDENT | Dallas, TX |
| Clinton Wayne Sorenson | CHIEF INVESTMENT OFFICER; OWNER | — |
| Matthew Mark Reynolds | CHIEF COMPLIANCE OFFICER | — |
| Catherine Gaynell Bailey | DIRECTOR; DIRECTOR OF ADVISOR RELATIONS | — |
| Justine Marie Kidwell | CHIEF COMPLIANCE OFFICER | — |
| SORENSON MERLIN CLINTON WAYNE | CHIEF INVESTMENT OFFICER; CO-FOUNDER; MEMBER (+1 more) | — |
| MANSUR MICHAEL PETER | OWNER; PRESIDENT | — |
| MCALPIN CHRIS TYLER | CO-FOUNDER; OWNER | — |
| Holden Joel R | CHIEF OPERATING OFFICER; OWNER | — |
| STEWART TODD JEFFREY | CO-FOUNDER | — |
| BAILEY CATHERINE GAYNELL | DIRECT OF ADVISOR RELATIONS; DIRECTOR OF ADVISOR RELATIONS | — |
| KIDWELL JUSTINE MARIE | CHIEF COMPLIANCE OFFICER | — |
| USZENSKI RYAN MICHAEL | CO-FOUNDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330923/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330923/similar
- Related entities: https://search.stillhousedata.com/firm/330923/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330923

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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.