Ascendance Wealth

Ascendance Wealth (CRD# 142583) is a financial advisory firm headquartered in , . They manage $2,042,350 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $97,255
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

CO

Financial Advisors at Ascendance Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Clay J. Anderson
CRD#: 5268282
Franktown, CO
90
Wealthminder
score

Clay Anderson (CRD# 5268282) is an Investment Advisor Representative working at Ascendance Wealth in Franktown, CO and has 1 year of experience in the finance industry.

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