KESLER, NORMAN & WRIDE, LLC
Legal name: ASCEND INVESTMENT PARTNERS
CRD #307667 SEC #801-118514 OGDEN, UT (801) 476-1200
SEC Registered
Total AUM
$618.8M
Discretionary
$609.8M
Employees
9
Clients
--
Accounts
2,322
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $618.8M | $609.8M | $9M | 9 | 0 |
| Jun 2025 | $618.8M | $609.8M | $9M | 9 | 0 |
| Mar 2025 | $618.8M | $609.8M | $9M | 9 | 0 |
| Oct 2024 | $511M | $483M | $27.9M | 9 | 0 |
| Jun 2024 | $511M | $483M | $27.9M | 9 | 0 |
| Mar 2024 | $511M | $483M | $27.9M | 9 | 0 |
| Mar 2023 | $456.3M | $430M | $26.3M | 9 | 0 |
| Nov 2022 | $493.4M | $493.4M | $0 | 9 | 0 |
| Oct 2022 | $493.4M | $493.4M | $0 | 9 | 0 |
| Feb 2022 | $493.4M | $493.4M | $0 | 9 | 0 |
| Mar 2021 | $384.9M | $384.9M | $0 | 9 | 0 |
| Nov 2020 | $353.3M | $353.3M | $0 | 8 | 0 |
| Sep 2020 | $353.3M | $353.3M | $0 | 8 | 0 |
| Sep 2020 | $353.3M | $353.3M | $0 | 8 | 0 |
| Jul 2020 | $0 | $0 | $0 | 8 | 0 |
| Jun 2020 | $0 | $0 | $0 | 8 | 0 |
| Apr 2020 | $0 | $0 | $0 | 8 | 0 |
| Mar 2020 | $0 | $0 | $0 | 8 | 0 |
| Mar 2020 | $0 | $0 | $0 | 8 | 0 |
DateAug 2025
Total AUM$618.8M
Discretionary$609.8M
Non-Disc.$9M
Employees9
Clients0
DateJun 2025
Total AUM$618.8M
Discretionary$609.8M
Non-Disc.$9M
Employees9
Clients0
DateMar 2025
Total AUM$618.8M
Discretionary$609.8M
Non-Disc.$9M
Employees9
Clients0
DateOct 2024
Total AUM$511M
Discretionary$483M
Non-Disc.$27.9M
Employees9
Clients0
DateJun 2024
Total AUM$511M
Discretionary$483M
Non-Disc.$27.9M
Employees9
Clients0
DateMar 2024
Total AUM$511M
Discretionary$483M
Non-Disc.$27.9M
Employees9
Clients0
DateMar 2023
Total AUM$456.3M
Discretionary$430M
Non-Disc.$26.3M
Employees9
Clients0
DateNov 2022
Total AUM$493.4M
Discretionary$493.4M
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$493.4M
Discretionary$493.4M
Non-Disc.$0
Employees9
Clients0
DateFeb 2022
Total AUM$493.4M
Discretionary$493.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$384.9M
Discretionary$384.9M
Non-Disc.$0
Employees9
Clients0
DateNov 2020
Total AUM$353.3M
Discretionary$353.3M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$353.3M
Discretionary$353.3M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$353.3M
Discretionary$353.3M
Non-Disc.$0
Employees8
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0