Overview
Assets Under Management: $1.3 billion
Headquarters: NEW HARTFORD, NY
High-Net-Worth Clients: 247
Average Client Assets: $4 million
Frequently Asked Questions
ASCENT WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158898), ASCENT WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
ASCENT WEALTH PARTNERS, LLC is headquartered in NEW HARTFORD, NY.
ASCENT WEALTH PARTNERS, LLC serves 247 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, ASCENT WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ASCENT WEALTH PARTNERS, LLC manages $1.3 billion in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, ASCENT WEALTH PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 247
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.20
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,124
Discretionary Accounts: 2,070
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 158898
Last Filing Date: 2025-01-29 00:00:00
Website: https://ascentwp.com