Ascendant Wealth Management

Ascendant Wealth Management (CRD# 145098) is a financial advisory firm headquartered in Bonita Springs, FL. They manage $97,735,754 in 153 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $638,796
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.

FL, TX

Financial Advisors at Ascendant Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
David P. Corcoran
CRD#: 5423605
3301 Bonita Beach Road, Suite 208, Bonita Springs, FL 34134
93
Wealthminder
score

David Corcoran (CRD# 5423605) is an Investment Advisor Representative working at Ascendant Wealth Management in Bonita Springs, FL and has over 9 years of experience in the finance industry.

2
Darin A. Morgan
CRD#: 5413030
3301 Bonita Beach Road, Suite 208, Bonita Springs, FL 34134
90
Wealthminder
score

Darin Morgan (CRD# 5413030) is an Investment Advisor Representative working at Ascendant Wealth Management in Bonita Springs, FL and has 1 year of experience in the finance industry.

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