ASCENSION ADVISORS

ASCENSION ADVISORS of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 337446). Regulatory assets under management: $16.7M.

Registration

• CRD: 337446
• SEC file number: 801-133880
• Type: Registered investment adviser
• Location: 9687 E. CINDER CONE TRAIL, SCOTTSDALE, AZ, 85262
• Phone: 415-716-1666
• Latest filing: 2026-07-09
• Regulatory AUM: $16.7M
• Discretionary AUM: $16.7M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337446 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search