Ascend Wealth Advisors, LLC

Ascend Wealth Advisors, LLC (CRD# 165774) is a financial advisory firm headquartered in Broadview Heights, OH. They manage $12,376,327 in 63 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $196,450
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Ascend Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John H. Bair
CRD#: 1956055
7750 Town Centre Drive, Suite 800, Broadview Heights, OH 44147
93
Wealthminder
score

John Bair (CRD# 1956055) is an Investment Advisor Representative working at Ascend Wealth Advisors, LLC in Broadview Heights, OH and has over 27 years of experience in the finance industry.

2
Edward R. Matuszak
CRD#: 4497974
7750 Town Centre Drive, Suite 800, Broadview Heights, OH 44147
87
Wealthminder
score

Edward Matuszak (CRD# 4497974) is an Investment Advisor Representative working at Ascend Wealth Advisors, LLC in Broadview Heights, OH and has 1 year of experience in the finance industry.

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