Ascendant Wealth Management LLC

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CAFR Data
Ascendant Wealth Management LLC
CRD #145098
SEC #801-68341
CIK #
AUM $118.3 MM (100% Disc, 100% US)
Employees3 (67% Investors, 0% Brokers)
Phone239-992-3900
Address3301 Bonita Beach Road
Bonita Springs, FL 34134
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
1209672482402006201020152020
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IA 0.1
NorthStar Financial Companies Inc
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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
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