Ascend Wealth Management Inc.

Ascend Wealth Management Inc. (CRD# 283137) is a financial advisory firm headquartered in Larkspur, CA. They manage $9,400,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Ascend Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
Mark R. Bourguignon
CRD#: 2973310
700 Larkspur Landing Circle, Suite 199, Larkspur, CA 94939

Mark Bourguignon (CRD# 2973310) is an Investment Advisor Representative working at Ascend Wealth Management Inc. in Larkspur, CA and has over 2 years of experience in the finance industry.

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