Ascendor Wealth, LLC

Ascendor Wealth, LLC (CRD# 148969) is a financial advisory firm headquartered in Wilmington, NC. They manage $78,531,225 in 328 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5700 Oleander Drive, Wilmington, NC 28403
https://www.facebook.com/pages/category/financial-planner/ascendor-wealth-llc-2074372109470407/
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $239,424
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

NC, TX

Financial Advisors at Ascendor Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Keith Carter, financial advisor Wilmington NC
Keith L. Carter
CRD#: 5887012
5700 Oleander Drive, Wilmington, NC 28403

Keith Carter (CRD# 5887012) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Wilmington, NC and has over 13 years of experience in the finance industry.

2
Brandon Dembowiak, financial advisor Oak Ridge NC
Brandon T. Dembowiak
CRD#: 5653741
8006 Linville Road, Suite B, Oak Ridge, NC 27130

Brandon Dembowiak (CRD# 5653741) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Oak Ridge, NC and has over 14 years of experience in the finance industry.

3
Charles Goings, financial advisor Wilmington NC
Charles N. Goings
CRD#: 5931241
5700 Oleander Drive, Wilmington, NC 28403

Charles Goings (CRD# 5931241) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Wilmington, NC and has over 12 years of experience in the finance industry.

4
Ricky Graves, financial advisor Wilmington NC
Ricky Graves
CRD#: 5395117
5700 Oleander Drive, Wilmington, NC 28403

Ricky Graves (CRD# 5395117) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Wilmington, NC and has over 16 years of experience in the finance industry.

5
Kevin May, financial advisor Wilmington NC
Kevin T. May
CRD#: 6317586
5700 Oleander Drive, Wilmington, NC 28403

Kevin May (CRD# 6317586) is an Investment Advisor Representative working at Ascendor Wealth, LLC in Wilmington, NC and has over 9 years of experience in the finance industry.

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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