# Ascensus Investment Advisors

Ascensus Investment Advisors is a Bank / Wealth / Trust based in Newton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newton, United States
- **Region:** North America
- **Address:** Dresher, United States
- **Founded:** 1980
- **Assets under management:** Undisclosed
- **Website:** ascensus.com
- **LinkedIn:** https://www.linkedin.com/company/ascensus

## Regulatory record

- **CRD number:** 120632
- **SEC file number:** 801-61492
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-29T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120632

## About

Ascensus Investment Advisors was established in 1980 as a US wealth manager. It focuses exclusively on services for state or municipal government entities. The firm offers retirement planning, disability planning, education planning, investment management, and portfolio management. No public information exists on asset classes deployed, named holdings, or geographic reach beyond its headquarters. Team size, additional offices, and recent operational events remain undisclosed. No adjacent vehicles or dated activity from the last 24 months appear in available records. The firm operates as a specialized provider to public entities with no disclosed structural features that differentiate it from other wealth managers serving the same segment.

## Questions

### Who are the clients of Ascensus Investment Advisors?

The firm provides services exclusively to state or municipal government entities.

### What services does Ascensus Investment Advisors offer?

Services include retirement planning, disability planning, education planning, investment management, and portfolio management.

## Related profiles

- [Ascensive Asset Management](https://altss.com/profile/ascensive-asset-management)

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

Canonical page: https://altss.com/profile/ascensus-investment-advisors

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