Ascent Wealth Management

Ascent Wealth Management (CRD# 305915) is a financial advisory firm headquartered in Kalispell, MT. They manage $46,634,968 in 141 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
770 West Reserve Drive Ste 2, Kalispell, MT 59901
https://www.linkedin.com/in/johnmichaelknopik
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $330,744
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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.

MT

Financial Advisors at Ascent Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
John Knopik, financial advisor Kalispell MT
John M. Knopik
CRD#: 4980586
770 West Reserve Drive Ste 2, Kalispell, MT 59901

John Knopik (CRD# 4980586) is an Investment Advisor Representative working at Ascent Wealth Management in Kalispell, MT and has over 18 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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