ASCEND WEALTH MANAGEMENT, LLC
CRD #122438 SEC #801-61927 HOUSTON, TX 713.623.8867
SEC Registered
Total AUM
$54.5M
Discretionary
$54.5M
Employees
5
Clients
0
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2005 | $54.5M | $54.5M | $0 | 5 | -- |
| Jan 2005 | $73M | $73M | $0 | 5 | -- |
DateSep 2005
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients--