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Ascend Private Wealth Management
ASCEND PRIVATE WEALTH MANAGEMENT is an SEC-registered investment adviser. The firm manages approximately $273,000 in regulatory assets. It has 1 employee and 1...
Ascend Private Wealth Management
ASCEND PRIVATE WEALTH MANAGEMENT is an SEC-registered investment adviser. The firm manages approximately $273,000 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
City
DOWNS, IL
Frequently asked questions
Who leads investment decisions at Ascend Private Wealth Management?
The firm has not publicly named its investment leadership, CIO, or managing principals. Contact the firm directly to obtain current team information (public record).
What client types does Ascend serve?
Ascend Private Wealth Management serves high-net-worth individuals, families, business owners, and corporate executives. It operates as a multi-family office, providing integrated financial services tailored to each family's needs (per firm website).
Does Ascend invest in private markets or only public securities?
The firm offers exposure to private equity, private credit, and other alternatives alongside traditional stocks and bonds. It blends passive and active management but specific fund or direct positions are not publicly disclosed (public record).
Is Ascend Private Wealth Management a fiduciary?
As a registered investment advisor (RIA), Ascend is legally bound to act as a fiduciary for its clients, meaning it must place client interests ahead of its own. This structure distinguishes it from broker-dealers and unregistered advisors (per SEC regulations).
Where is Ascend Private Wealth Management headquartered?
The firm has not publicly listed its headquarters city, state, or country. No additional office addresses have been disclosed. Contact the firm for location details (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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