# ASCENDANCE WEALTH

ASCENDANCE WEALTH is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 142583
- **SEC file number:** 801-67460
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142583

## About

ASCENDANCE WEALTH is an SEC-registered investment adviser with approximately $6 million in regulatory assets under management. The firm advises clients on investment strategies. ASCENDANCE WEALTH is.

## Questions

### Who runs investment decisions at ASCENDANCE WEALTH?

No named principals or investment decision-makers have been publicly associated with ASCENDANCE WEALTH. The entity maintains no known website, LinkedIn page, or regulatory filing that identifies a founder, CEO, CIO, or managing partner. Until a principal provides direct disclosure, the governance structure and investment authority remain unverifiable.

### How does ASCENDANCE WEALTH source its deal flow?

Sourcing channels cannot be determined from the public record. Without disclosed principals, known sector focus, or a track record of completed transactions, there is no basis to assess whether the firm relies on intermediary networks, direct origination, auction processes, or co-investor relationships.

### What is the known geographic focus of ASCENDANCE WEALTH?

No headquarters location, office footprint, or investment geography is publicly available. The firm's region, country of domicile, and target markets remain undisclosed, making it impossible to assess geographic concentration or cross-border exposure.

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Last updated: 2026-07-06T01:24:11.594Z

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