ASCENDANT WEALTH MANAGEMENT LLC
Legal name: ASCENDANT WEALTH MANAGEMENT
CRD #145098 SEC #801-68341 BONITA SPRINGS, FL 239-992-3900
SEC Registered
Total AUM
$131.8M
Discretionary
$131.8M
Employees
3
Clients
--
Accounts
66
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| CORCORAN, DAVID, P. | I | SENIOR VICE PRESIDENT | NA | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| SCHILLER, FRIEDRICH | I | MEMBER | E | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| CORCORAN, DAVID, P. | I | MEMBER | A | Control |
| CORCORAN, DAVID, P. | I | MEMBER | A | Control |
| CORCORAN, DAVID, P. | I | MEMBER | A | Control |
| CORCORAN, DAVID, P. | I | MEMBER | A | Control |
| LEWIS, DAVID, MARK | I | MEMBER | A | Control |
| LEWIS, DAVID, MARK | I | MEMBER | A | Control |
| LEWIS, DAVID, MARK | I | MEMBER | A | Control |
| LEWIS, DAVID, MARK | I | MEMBER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| MORGAN, DARIN, ANDREW | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Feb 19, 2020 REGISTERED
Notice Filings (2)
FL TX
Address
3301 BONITA BEACH ROADSUITE 208
BONITA SPRINGS, FL 34134
United States
Phone: 239-992-3900