# Ascend Financial Advisers

Ascend Financial Advisers is a RIA based in Irvine, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Irvine, United States
- **Region:** North America
- **Address:** Irvine, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** ascendfinancial.org
- **LinkedIn:** https://www.linkedin.com/company/ascend-financial-team

## Regulatory record

- **CRD number:** 113273
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113273

## About

Ascend Financial Advisers was founded in 2000. It functions as a US-registered investment adviser. The firm delivers financial planning, retirement planning, and tax planning. It works with individuals and high-net-worth families. No additional offices or team size data are available. No recent operational events from the last 24 months are recorded. The firm operates as a standard wealth manager without disclosed hybrid structures or external fund vehicles.

## Sectors

- Wealth Management

## Questions

### Who runs investment decisions at Ascend Financial Advisers?

No named principals or CIO are disclosed in available sources.

### Does Ascend Financial Advisers participate in fund commitments or only direct deals?

Available information shows only advisory services to individuals and families.

## Related profiles

- [Ascendent Capital Partners](https://altss.com/profile/ascendent-capital-partners)
- [Ascendis Capital](https://altss.com/profile/ascendis-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/ascend-financial-advisers

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