Ascend Investment Partners
Ascend Investment Partners is an SEC-registered mass-market adviser in Ogden, UT with $661.4M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Ascend Investment Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307667, SEC 801-118514, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $661.4M (2026-06-24)
- Firm type
- Mass-Market Adviser
- Location
- Ogden, UT
- Employees
- 9
- Clients
- 961
- CRD
- 307667
- Ownership
- KESLER WEALTH MANAGEMENT INC; NORMAN, PAUL, M.; SMITH, GARRETT, GILL; NORMAN WEALTH MANAGEMENT INC; DJW FINANCIAL ADVISORS INC
How much AUM does Ascend Investment Partners have?
Ascend Investment Partners reported $661.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Ascend Investment Partners?
Disclosed owners and executives of Ascend Investment Partners include KESLER WEALTH MANAGEMENT INC, NORMAN, PAUL, M., SMITH, GARRETT, GILL, NORMAN WEALTH MANAGEMENT INC, DJW FINANCIAL ADVISORS INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.