ASCENT WEALTH PARTNERS, LLC
CRD #158898 SEC #801-72693 NEW HARTFORD, NY 315-624-7300
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
14
Clients
251
Accounts
2,124
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 29, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EDMONDS, NEIL, ANTHONY | I | PARTNER | NA | |
| KOWALCZYK, BRADLEY, MICHAEL | I | PARTNER | NA | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | PARTNER | NA | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | PARTNER | NA | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | PARTNER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOWALCZYK, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAI, CHRISTOPHER, BOYAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MCCARTNEY, SCOTT, CLYDE | I | PARTNER | NA | Control |
| MCCARTNEY, SCOTT, CLYDE | I | PARTNER | NA | Control |
| MCCARTNEY, SCOTT, CLYDE | I | PARTNER | NA | Control |
| MOSHIER, MARTIN, E. | I | PARTNER | NA | Control |
| MOSHIER, MARTIN, E. | I | PARTNER | NA | Control |
| MOSHIER, MARTIN, E. | I | PARTNER | NA | Control |
| MOSHIER, MARTIN, EDWARD | I | PARTNER | NA | Control |
| SUMMA, JOSEPH, DOMINICK | I | PARTNER | NA | |
| TRELA, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRELA, NANCY, LAMB | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AWP HOLDINGS, LLC | DE | MEMBER | E | Control |
| AWP HOLDINGS, LLC | DE | MEMBER | E | Control |
| AWP HOLDINGS, LLC | DE | MEMBER | E | Control |
| AWP HOLDINGS, LLC | DE | MEMBER | E | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MCCARTNEY, SCOTT, CLYDE | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| MOSHIER, MARTIN, EDWARD | I | MANAGING MEMBER | C | Control |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KOWALCZYK, BRADLEY, MICHAEL | I | AWP HOLDINGS, LLC | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | AWP HOLDINGS, LLC | C | Control |
| KOWALCZYK, BRADLEY, MICHAEL | I | AWP HOLDINGS, LLC | C | Control |
| MOSHIER, MARTIN, E. | I | AWP HOLDINGS, LLC | C | Control |
| MOSHIER, MARTIN, E. | I | AWP HOLDINGS, LLC | C | Control |
| MOSHIER, MARTIN, E. | I | AWP HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Jan 29, 2025 REGISTERED
Notice Filings (14)
CA FL GA MA MD NC NH NJ NY PA SC TN TX VA
Address
89 GENESEE STREETNEW HARTFORD, NY 13413
United States
Phone: 315-624-7300