Be advised. This firm is no longer registered.

Ascendant Wealth Management

Ascendant Wealth Management (CRD# 145098) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $131,798,101 in 66 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3301 Bonita Beach Road, Suite 208, Bonita Springs, FL 34134
http://www.ascendantwealth.com
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $1,996,941
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Ascendant Wealth Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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