ASCENDE WEALTH ADVISERS, INC.
CRD #155768 SEC #801-72091 HOUSTON, TX 713-629-9666
SEC Registered
Total AUM
$3.6B
Discretionary
$74M
Employees
9
Clients
0
Accounts
65
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $3.6B | $74M | $3.6B | 9 | 26 |
| Apr 2016 | $3.1B | $31.7M | $3.1B | 7 | 26 |
| Mar 2016 | $3.1B | $31.7M | $3.1B | 7 | 26 |
| Mar 2015 | $2.6B | $7.1M | $2.6B | 5 | 26 |
| Mar 2014 | $1.9B | $6.1M | $1.9B | 5 | 26 |
| Nov 2013 | $1.8B | $5.5M | $1.8B | 4 | 11 |
| Jul 2013 | $1.4B | $0 | $1.4B | 4 | 11 |
| Mar 2013 | $1.4B | $0 | $1.4B | 4 | 11 |
| Dec 2012 | $461.1M | $0 | $461.1M | 4 | 1 |
| Nov 2012 | $461.1M | $0 | $461.1M | 4 | 1 |
| Mar 2012 | $461.1M | $0 | $461.1M | 1 | 1 |
| Nov 2011 | $393.6M | $0 | $393.6M | 1 | 0 |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2017
Total AUM$3.6B
Discretionary$74M
Non-Disc.$3.6B
Employees9
Clients26
DateApr 2016
Total AUM$3.1B
Discretionary$31.7M
Non-Disc.$3.1B
Employees7
Clients26
DateMar 2016
Total AUM$3.1B
Discretionary$31.7M
Non-Disc.$3.1B
Employees7
Clients26
DateMar 2015
Total AUM$2.6B
Discretionary$7.1M
Non-Disc.$2.6B
Employees5
Clients26
DateMar 2014
Total AUM$1.9B
Discretionary$6.1M
Non-Disc.$1.9B
Employees5
Clients26
DateNov 2013
Total AUM$1.8B
Discretionary$5.5M
Non-Disc.$1.8B
Employees4
Clients11
DateJul 2013
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees4
Clients11
DateMar 2013
Total AUM$1.4B
Discretionary$0
Non-Disc.$1.4B
Employees4
Clients11
DateDec 2012
Total AUM$461.1M
Discretionary$0
Non-Disc.$461.1M
Employees4
Clients1
DateNov 2012
Total AUM$461.1M
Discretionary$0
Non-Disc.$461.1M
Employees4
Clients1
DateMar 2012
Total AUM$461.1M
Discretionary$0
Non-Disc.$461.1M
Employees1
Clients1
DateNov 2011
Total AUM$393.6M
Discretionary$0
Non-Disc.$393.6M
Employees1
Clients0
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--