# The Ascent Group

The Ascent Group is a Private Equity based in Virginia Beach, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Virginia Beach, United States
- **Region:** North America
- **Address:** 192 Ballard Ct, Suite 400, Virginia Beach, Virginia 23462
- **Founded:** 2021
- **Assets under management:** Several billion USD (per firm website)
- **Website:** www.tagwm.com
- **LinkedIn:** https://www.linkedin.com/company/tag-wm

## Regulatory record

- **CRD number:** 314424
- **SEC file number:** 801-121182
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314424

## About

The Ascent Group is an SEC-registered investment adviser in Virginia Beach, VA, registered since 2021. The firm manages $4.8 billion in regulatory assets, $4.8 billion on a discretionary basis. It has 44 employees and 19 investment advisers.

## Sectors

- Wealth Management
- Retirement Plans

## Offices

- Wayne, PA

## Questions

### How does The Ascent Group source and manage assets?

The firm operates a proprietary turnkey asset management platform (TAMP) that partners with external asset managers and strategists to build customized multi-asset sleeves. Assets arrive primarily through the parent company Alera Group's network of benefits, property-and-casualty, and wealth consultants, who introduce the TAMP to retirement-plan sponsors and private clients.

### How is The Ascent Group related to Alera Group and Osaic Wealth?

The Ascent Group is a subsidiary of Alera Group, a national insurance and benefits brokerage. It acts as the dedicated wealth-management and TAMP vehicle for Alera Wealth Services. Investment advisory services are delivered through Alera Investment Advisors, LLC, and securities transactions are executed through Osaic Wealth, an unaffiliated broker-dealer, per the firm's regulatory disclosures.

## Related profiles

- [The Alchemy Group](https://altss.com/profile/the-alchemy-group)
- [The Endeavor Companies](https://altss.com/profile/the-endeavor-companies)

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

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