# Ascent Wealth Management

Ascent Wealth Management is a Bank / Wealth / Trust based in Kalispell, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Kalispell, United States
- **Region:** North America
- **Address:** Indianapolis, IN, United States
- **Founded:** 2025
- **Assets under management:** Undisclosed
- **Website:** ascentwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/myascentwealth

## Regulatory record

- **CRD number:** 305915
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305915

## About

Ascent Wealth Management Group, LLC helps clients attain financial security through quality asset management and financial planning. The firm provides investment management and strategic wealth planning and strives to be its clients' trusted advisor. As a financial advisory firm and registered investment adviser, its primary focus is providing unbiased opinions designed to achieve long-term investment results, with emphasis on wealth protection and financial retirement planning.

## People

- Oscar Piña — ChFC®, APMA®, President
- Veronica Cabrera — Administrator and Co-Compliance Officer

## Questions

### Is Ascent Wealth Management a fiduciary, and how does that structure affect client outcomes?

Yes. Ascent operates as a registered investment advisor under SEC and state regulations, which legally obligates the firm to act as a fiduciary. In practice, this means the advisory relationship must prioritize client interests above the firm's own revenue considerations — a standard that shapes portfolio construction, manager selection, and fee transparency. The firm's fee-only compensation model, disclosed in its Form ADV, eliminates commission-driven conflicts that exist at broker-dealer-affiliated competitors.

### What investment vehicles does Ascent use to build client portfolios?

The firm primarily uses mutual funds and exchange-traded funds, supplemented by individual equities and bonds. Ascent does not manufacture proprietary funds or structured products. Public filings indicate manager and fund selection follows a due-diligence process that evaluates quantitative track records and qualitative organizational factors, with ongoing monitoring after allocation. This open-architecture model allows the firm to select best-in-class third-party vehicles without internal product pressure.

### Where are Ascent Wealth Management's clients concentrated?

Regulatory filings indicate the firm's client base is predominantly individual and high-net-worth households based in Indiana and neighboring Midwestern states. This geographic concentration aligns with the firm's single-office structure in Indianapolis. For allocators mapping regional wealth-advisory networks, Ascent represents a locally embedded practice rather than a national distribution platform.

## Related profiles

- [Ascent Private Wealth](https://altss.com/profile/ascent-private-wealth)
- [ASG Wealth Management](https://altss.com/profile/asg-wealth-management)

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Last updated: 2026-08-11T15:06:04.815Z

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