ASCEND WEALTH MANAGEMENT

ASCEND WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 335269). Regulatory assets under management: $11.1M.

Registration

• CRD: 335269
• Type: Registered investment adviser
• Phone: 330-606-5224
• Latest filing: 2026-03-26
• Regulatory AUM: $11.1M
• Non-discretionary AUM: $11.1M
• Clients: 1
• Accounts: 108

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335269 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search