ASCENTIS WEALTH MANAGEMENT, LLC
CRD #330923 SEC #801-130034 DALLAS, TX 214-440-3909
SEC Registered
Total AUM
$556.5M
Discretionary
$478.1M
Employees
9
Clients
1
Accounts
808
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | |
| BAILEY, CATHERINE, GAYNELL | I | DIRECT OF ADVISOR RELATIONS | NA | |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | |
| BAILEY, CATHERINE, GAYNELL | I | DIRECT OF ADVISOR RELATIONS | NA | |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | |
| BAILEY, CATHERINE, GAYNELL | I | DIRECTOR OF ADVISOR RELATIONS | NA | |
| Holden, Joel, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Holden, Joel, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Holden, Joel, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Holden, Joel, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Holden, Joel, R | I | CHIEF OPERATING OFFICER | NA | Control |
| Holden, Joel, R | I | CHIEF OPERATING OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| MANSUR, MICHAEL, PETER | I | PRESIDENT | NA | Control |
| McAlpin, Chris, Tyler | I | CO-FOUNDER | NA | Control |
| McAlpin, Chris, Tyler | I | CO-FOUNDER | NA | Control |
| Reynolds, Matthew, Mark | I | CHIEF COMPLIANCE OFFICER | NA | |
| Reynolds, Matthew, Mark | I | CHIEF COMPLIANCE OFFICER | NA | |
| SORENSON, CLINTON, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CO-FOUNDER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SORENSON, CLINTON, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEWART, TODD, JEFFREY | I | CO-FOUNDER | NA | Control |
| STEWART, TODD, JEFFREY | I | CO-FOUNDER | NA | Control |
| USZENSKI, RYAN, MICHAEL | I | CO-FOUNDER | NA | Control |
| USZENSKI, RYAN, MICHAEL | I | CO-FOUNDER | NA | Control |
| ASCENTIS OPERATIONS, LLC. | DE | OWNER | E | Control |
| ASCENTIS OPERATIONS, LLC. | DE | OWNER | E | Control |
| ORG PARTNERS OPERATIONS, LLC. | DE | OWNER | E | Control |
| ORG PARTNERS OPERATIONS, LLC. | DE | ENTITY | E | |
| ORG PARTNERS OPERATIONS, LLC. | DE | OWNER | E | Control |
| ORG PARTNERS OPERATIONS, LLC. | DE | OWNER | E | Control |
| ORG PARTNERS OPERATIONS, LLC. | DE | OWNER | E | Control |
| ORG PARTNERS OPERATIONS, LLC. | DE | ENTITY | E | |
| ORG PARTNERS OPERATIONS, LLC. | DE | OWNER | E | Control |
| ORG PARTNERS OPERATIONS, LLC. | DE | ENTITY | E | |
| ORG PARTNERS OPERATIONS, LLC. | DE | OWNER | E | Control |
| ORG PARTNERS OPERATIONS, LLC. | DE | OWNER | E | Control |
| ORG PARTNERS OPERATIONS, LLC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ORG PARTNERS ENTERPRISE, LLC | DE | ORG PARTNERS OPERATIONS, LLC. | F | |
| ORG PARTNERS ENTERPRISE, LLC | DE | ORG PARTNERS OPERATIONS, LLC. | F | |
| SORENSON, CLINTON, WAYNE | I | ORG PARTNERS OPERATIONS, LLC. | F | |
| ORG PARTNERS ENTERPRISE, LLC | DE | ORG PARTNERS OPERATIONS, LLC. | E | |
| ORG PARTNERS ENTERPRISE, LLC | DE | ORG PARTNERS OPERATIONS, LLC. | E | |
| ORG PARTNERS ENTERPRISE, LLC | DE | ORG PARTNERS OPERATIONS, LLC. | E | |
| ORG PARTNERS ENTERPRISE, LLC | DE | ORG PARTNERS OPERATIONS, LLC. | E | |
| ORG PARTNERS ENTERPRISE, LLC | DE | ORG PARTNERS OPERATIONS, LLC. | E | |
| ORG PARTNERS ENTERPRISE, LLC | DE | ORG PARTNERS OPERATIONS, LLC. | E | |
| ORG PARTNERS HOLDINGS, LLC | DE | ORG PARTNERS ENTERPRISE, LLC | E | |
| ORG PARTNERS HOLDINGS, LLC | DE | ORG PARTNERS ENTERPRISE, LLC | E | |
| ORG PARTNERS HOLDINGS, LLC | DE | ORG PARTNERS ENTERPRISE, LLC | E | |
| ORG PARTNERS HOLDINGS, LLC | DE | ORG PARTNERS ENTERPRISE, LLC | E | |
| ORG PARTNERS HOLDINGS, LLC | DE | ORG PARTNERS ENTERPRISE, LLC | E | |
| ORG PARTNERS HOLDINGS, LLC | DE | ORG PARTNERS ENTERPRISE, LLC | E | |
| MANSUR, MICHAEL, PETER | I | ORG PARTNERS HOLDINGS, LLC | D | Control |
| MANSUR, MICHAEL, PETER | I | ORG PARTNERS HOLDINGS, LLC | D | Control |
| SORENSON, CLINTON, WAYNE | I | ORG PARTNERS HOLDINGS, LLC | D | Control |
| SORENSON, CLINTON, WAYNE | I | ORG PARTNERS HOLDINGS, LLC | D | Control |
| Holden, Joel, R | I | ORG PARTNERS HOLDINGS, LLC | C | Control |
| Holden, Joel, R | I | ORG PARTNERS HOLDINGS, LLC | C | Control |
| Holden, Joel, R | I | ORG PARTNERS HOLDINGS, LLC | C | Control |
| Holden, Joel, R | I | ORG PARTNERS HOLDINGS, LLC | C | Control |
| MANSUR, MICHAEL, PETER | I | ORG PARTNERS HOLDINGS, LLC | C | Control |
| MANSUR, MICHAEL, PETER | I | ORG PARTNERS HOLDINGS, LLC | C | Control |
| MANSUR, MICHAEL, PETER | I | ORG PARTNERS HOLDINGS, LLC | C | Control |
| MANSUR, MICHAEL, PETER | I | ORG PARTNERS HOLDINGS, LLC | C | Control |
| McAlpin, Chris, Tyler | I | ORG PARTNERS HOLDINGS, LLC | C | |
| McAlpin, Chris, Tyler | I | ORG PARTNERS HOLDINGS, LLC | C | |
| McAlpin, Chris, Tyler | I | ORG PARTNERS HOLDINGS, LLC | C | |
| McAlpin, Chris, Tyler | I | ORG PARTNERS HOLDINGS, LLC | C | |
| SORENSON, CLINTON, WAYNE | I | ORG PARTNERS HOLDINGS, LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | ORG PARTNERS HOLDINGS, LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | ORG PARTNERS HOLDINGS, LLC | C | Control |
| SORENSON, CLINTON, WAYNE | I | ORG PARTNERS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Nov 14, 2025 REGISTERED
Notice Filings (2)
TX VI
Address
5001 SPRING VALLEY RDSUITE 810W
DALLAS, TX 75244
United States
Phone: 214-440-3909