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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2020 | $131.8M | $131.8M | $0 | 3 | 0 |
| Nov 2019 | $118.3M | $118.3M | $0 | 3 | 0 |
| Mar 2019 | $118.3M | $118.3M | $0 | 3 | 0 |
| May 2018 | $110.1M | $110.1M | $0 | 4 | 0 |
| Mar 2018 | $110.1M | $110.1M | $0 | 4 | 0 |
| Jan 2018 | $110.6M | $110.6M | $0 | 4 | 0 |
| Mar 2017 | $110.6M | $110.6M | $0 | 4 | 26 |
| Mar 2016 | $97.7M | $97.7M | $0 | 4 | 26 |
| Feb 2015 | $96.1M | $96.1M | $0 | 4 | 26 |
| Mar 2014 | $91.4M | $91.4M | $0 | 4 | 26 |
| Feb 2014 | $91.4M | $91.4M | $0 | 4 | 26 |
| Mar 2013 | $92.2M | $92.2M | $0 | 4 | 26 |
| Mar 2012 | $93.9M | $93.9M | $0 | 1 | 26 |
| Mar 2010 | $69.6M | $69.6M | $0 | 5 | -- |
| Dec 2007 | $27.9M | $27.9M | $0 | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
DateFeb 2020
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$97.7M
Discretionary$97.7M
Non-Disc.$0
Employees4
Clients26
DateFeb 2015
Total AUM$96.1M
Discretionary$96.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees4
Clients26
DateMar 2012
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2010
Total AUM$69.6M
Discretionary$69.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--