Ascendant Wealth Management LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Ascendant Wealth Management LLC
CRD #145098
SEC #801-68341
AUM $118.3 MM (100% Disc, 100% US)
Employees3 (67% Investors, 0% Brokers)
Address3301 Bonita Beach Road
Bonita Springs, FL 34134
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Davis Michael KIM
MA 0.1
Lighthouse Financial Management LLC
RI 0.1
Kovalcik & Geraghty Wealth Partners LLP
OH 0.1
Wealthspan Partners LLC
IA 0.1
NorthStar Financial Companies Inc
PA 0.1
Sanchez & Zures LLC
VA 0.1
Yoffe Investment Management LLC
PA 0.1
New Perspectives Inc
MS 0.1
Intelligent Financial Strategies LLC
MN 0.1
Tmfs-Toledo LLC
OH 0.1
Terms of Service | Privacy Policy | User Guide