|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Ascendor Wealth LLC
✚
|
|
|---|---|
| CRD # | 148969 |
| SEC # | 801-133828 |
| CIK # | |
| AUM | $116.8 M (2025-06-05) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 910-790-0122 |
| Address | 5700 Oleander Drive Wilmington, NC 28403 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 18.4 |
| (b) Individuals (high net worth individuals) | 48 | 94.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 4.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 370 | 116.8 |
| By Discretionary | ||
| Discretionary | 370 | 116.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 370 | 116.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.8 | |
| Total | 370 | 116.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Comprehensive Planning Associates Inc
✚
|
NH | 0.1 |
|
Wildes Financial Strategies Inc
✚
|
SC | 0.1 |
|
Elemental Capital Partners LLC
✚
|
0.1 | |
|
Bulwark Capital Corporation
✚
|
0.1 | |
|
BH Asset Management LLC
✚
|
NY | 0.1 |
|
Money Management Concepts Inc
✚
|
FL | 0.1 |
|
Bill Spalding Wealth Management
✚
|
0.1 | |
|
Kingdom Legacy Advisors Corporation
✚
|
0.1 | |
|
Michael D Taxman Investment Management LLC
✚
|
NH | 0.1 |
|
Fortress Financial Solutions LLC
✚
|
AZ | 0.1 |