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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $1.3B | $1.2B | $75M | 14 | 0 |
| Mar 2024 | $1.1B | $1.1B | $60M | 13 | 0 |
| Mar 2023 | $958.5M | $909.2M | $49.3M | 13 | 0 |
| Apr 2022 | $1.1B | $1B | $52M | 12 | 0 |
| Mar 2022 | $1.1B | $1B | $52M | 12 | 0 |
| Jan 2022 | $896.1M | $853.2M | $42.9M | 11 | 0 |
| Mar 2021 | $896.1M | $853.2M | $42.9M | 11 | 0 |
| Jun 2020 | $769.3M | $729.5M | $39.8M | 13 | 0 |
| Mar 2020 | $769.3M | $729.5M | $39.8M | 13 | 0 |
| Feb 2020 | $541.8M | $521M | $20.7M | 12 | 0 |
| Aug 2019 | $541.8M | $521M | $20.7M | 12 | 0 |
| Mar 2019 | $541.8M | $521M | $20.7M | 12 | 0 |
| Mar 2018 | $525.9M | $523.6M | $2.3M | 11 | 0 |
| Aug 2017 | $411.8M | $411.8M | $0 | 10 | 400 |
| Mar 2017 | $411.8M | $411.8M | $0 | 10 | 400 |
| Oct 2016 | $349.1M | $349.1M | $0 | 10 | 400 |
| Oct 2016 | $349.1M | $349.1M | $0 | 10 | 400 |
| Mar 2016 | $349.1M | $349.1M | $0 | 10 | 400 |
| Feb 2016 | $349.1M | $349.1M | $0 | 10 | 400 |
| Feb 2016 | $349.1M | $349.1M | $0 | 10 | 400 |
| Mar 2015 | $346.5M | $346.5M | $0 | 10 | 400 |
| Mar 2014 | $296.2M | $296.2M | $0 | 9 | 300 |
| Apr 2013 | $265.8M | $265.8M | $0 | 8 | 300 |
| Mar 2013 | $249.1M | $249.1M | $0 | 8 | 300 |
| Apr 2012 | $209M | $209M | $0 | 6 | 200 |
| Dec 2011 | $179.2M | $179.2M | $0 | 6 | 200 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
DateJan 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$75M
Employees14
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$60M
Employees13
Clients0
DateMar 2023
Total AUM$958.5M
Discretionary$909.2M
Non-Disc.$49.3M
Employees13
Clients0
DateApr 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$52M
Employees12
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$52M
Employees12
Clients0
DateJan 2022
Total AUM$896.1M
Discretionary$853.2M
Non-Disc.$42.9M
Employees11
Clients0
DateMar 2021
Total AUM$896.1M
Discretionary$853.2M
Non-Disc.$42.9M
Employees11
Clients0
DateJun 2020
Total AUM$769.3M
Discretionary$729.5M
Non-Disc.$39.8M
Employees13
Clients0
DateMar 2020
Total AUM$769.3M
Discretionary$729.5M
Non-Disc.$39.8M
Employees13
Clients0
DateFeb 2020
Total AUM$541.8M
Discretionary$521M
Non-Disc.$20.7M
Employees12
Clients0
DateAug 2019
Total AUM$541.8M
Discretionary$521M
Non-Disc.$20.7M
Employees12
Clients0
DateMar 2019
Total AUM$541.8M
Discretionary$521M
Non-Disc.$20.7M
Employees12
Clients0
DateMar 2018
Total AUM$525.9M
Discretionary$523.6M
Non-Disc.$2.3M
Employees11
Clients0
DateAug 2017
Total AUM$411.8M
Discretionary$411.8M
Non-Disc.$0
Employees10
Clients400
DateMar 2017
Total AUM$411.8M
Discretionary$411.8M
Non-Disc.$0
Employees10
Clients400
DateOct 2016
Total AUM$349.1M
Discretionary$349.1M
Non-Disc.$0
Employees10
Clients400
DateOct 2016
Total AUM$349.1M
Discretionary$349.1M
Non-Disc.$0
Employees10
Clients400
DateMar 2016
Total AUM$349.1M
Discretionary$349.1M
Non-Disc.$0
Employees10
Clients400
DateFeb 2016
Total AUM$349.1M
Discretionary$349.1M
Non-Disc.$0
Employees10
Clients400
DateFeb 2016
Total AUM$349.1M
Discretionary$349.1M
Non-Disc.$0
Employees10
Clients400
DateMar 2015
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees10
Clients400
DateMar 2014
Total AUM$296.2M
Discretionary$296.2M
Non-Disc.$0
Employees9
Clients300
DateApr 2013
Total AUM$265.8M
Discretionary$265.8M
Non-Disc.$0
Employees8
Clients300
DateMar 2013
Total AUM$249.1M
Discretionary$249.1M
Non-Disc.$0
Employees8
Clients300
DateApr 2012
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees6
Clients200
DateDec 2011
Total AUM$179.2M
Discretionary$179.2M
Non-Disc.$0
Employees6
Clients200
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--