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Ascent Wealth Partners
Ascent Wealth Partners assists clients in identifying and attaining their life goals through investment and planning services. The firm prioritizes client...
Ascent Wealth Partners
Ascent Wealth Partners assists clients in identifying and attaining their life goals through investment and planning services. The firm prioritizes client interests with straightforward and objective advice, focusing on wealth management, business owner liquidity events, and retirement plan consulting.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
AUM
1.1B (Altss estimate)
Location
Region
North America
Country
United States
City
New Hartford
Corporate office
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Frequently asked questions
What is Ascent Wealth Partners?
Ascent Wealth Partners is a bank / wealth / trust headquartered in New Hartford, United States.
When was Ascent Wealth Partners founded?
Ascent Wealth Partners was founded in 2011.
Where is Ascent Wealth Partners headquartered?
Ascent Wealth Partners is headquartered in New Hartford, United States, in the North America region.
What is Ascent Wealth Partners's assets under management?
Ascent Wealth Partners reports approximately 1.1B (Altss estimate) in assets under management, as tracked by Altss.
What does Altss track for Ascent Wealth Partners?
Altss maintains an OSINT-verified profile of Ascent Wealth Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Ascent Wealth Partners's website?
Ascent Wealth Partners's public website is www.ascentwealthpartners.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Ascent Wealth Partners?
Ascent Wealth Partners is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Ascent Wealth Partners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Ascent Wealth Partners's Altss profile last updated?
Ascent Wealth Partners's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
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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