ASCENTIS WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 330923). Regulatory assets under management: $595.7M.
Compensation: % of AUM, Other.
Clients served: Individuals.
| 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 | — |