Ascentis Wealth Management, LLC
Ascentis Wealth Management, LLC is an SEC-registered wealth manager in Dallas, TX with $595.7M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Ascentis Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330923, SEC 801-130034, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $595.7M (2026-05-13)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 9
- Clients
- 257
- CRD
- 330923
- Ownership
- ORG PARTNERS OPERATIONS, LLC.; KIDWELL, JUSTINE, MARIE; SORENSON, CLINTON, WAYNE; BAILEY, CATHERINE, GAYNELL; ORG PARTNERS ENTERPRISE, LLC
How much AUM does Ascentis Wealth Management, LLC have?
Ascentis Wealth Management, LLC reported $595.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Ascentis Wealth Management, LLC?
Disclosed owners and executives of Ascentis Wealth Management, LLC include ORG PARTNERS OPERATIONS, LLC., KIDWELL, JUSTINE, MARIE, SORENSON, CLINTON, WAYNE, BAILEY, CATHERINE, GAYNELL, ORG PARTNERS ENTERPRISE, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.