Ascendor Wealth, LLC
Ascendor Wealth, LLC is an SEC-registered wealth manager in Wilmington, NC with $145.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Ascendor Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148969, SEC 801-133828, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $145.6M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Wilmington, NC
- Employees
- 7
- Clients
- 140
- CRD
- 148969
- Ownership
- LORD AND GRAVES, INC.; DEMBO MANAGEMENT, INC.; DEMBOWIAK, BRANDON, THOMAS; GRAVES, RICKY
How much AUM does Ascendor Wealth, LLC have?
Ascendor Wealth, LLC reported $145.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Ascendor Wealth, LLC?
Disclosed owners and executives of Ascendor Wealth, LLC include LORD AND GRAVES, INC., DEMBO MANAGEMENT, INC., DEMBOWIAK, BRANDON, THOMAS, GRAVES, RICKY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.