ASCEND WEALTH MANAGEMENT LLC

ASCEND WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 333076). Regulatory assets under management: $32.6M.

Registration

• CRD: 333076
• Type: Registered investment adviser
• Phone: 208-412-9294
• Latest filing: 2026-01-29
• Regulatory AUM: $32.6M
• Discretionary AUM: $32.6M
• Clients: 1
• Accounts: 317

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333076 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search