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| Ascent Wealth Partners LLC
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|---|---|
| CRD # | 158898 |
| SEC # | 801-72693 |
| CIK # | 0001546865 |
| AUM | 1,518.0 M (2026-03-12) |
| Employees | 17 (88% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 315-624-7300 |
| Address | 89 Genesee Street New Hartford, NY 13413 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001546865 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 39.8 | ||
| Alphabet Inc | 22.9 | ||
| SPDR Gold Trust | 18.8 | ||
| Microsoft Corp | 18.2 | ||
| Applied Materials Inc /DE | 16.8 | ||
| Wal Mart Stores Inc | 15.6 | ||
| J P Morgan Chase & Co | 15.0 | ||
| AbbVie Inc | 13.0 | ||
| United Technologies Corp /DE/ | 12.6 | ||
| Caterpillar Inc | 11.3 | ||
| Nvidia Corp | 11.2 | ||
| Ameriprise Financial Inc | 10.3 | ||
| Automatic Data Processing Inc | 10.3 | ||
| Amazon Com Inc | 9.9 | ||
| Cummins Inc | 9.9 | ||
| Stryker Corp | 9.8 | ||
| Facebook Inc | 9.0 | ||
| GE Vernova Inc | 9.0 | ||
| Home Depot Inc | 8.7 | ||
| Visa Inc | 8.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 778 | 337.0 |
| (b) Individuals (high net worth individuals) | 258 | 981.2 |
| (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 | 38 | 130.6 |
| (h) Charitable organizations | 6 | 21.8 |
| (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 | 16 | 47.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,359 | 1,518.0 |
| By Discretionary | ||
| Discretionary | 2,228 | 1,437.6 |
| Non-Discretionary | 131 | 80.5 |
| Total | 2,359 | 1,518.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,518.0 | |
| Total | 2,359 | 1,518.0 |
| Limited Partners | 2011 - 2026 |
|---|---|
| California State Teachers' Retirement System | |
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001546865] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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