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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $556.5M | $478.1M | $78.5M | 9 | 0 |
| Aug 2025 | $556.5M | $478.1M | $78.5M | 9 | 0 |
| Mar 2025 | $415.8M | $346.8M | $69M | 9 | 0 |
| Feb 2025 | $247.9M | $202.6M | $45.2M | 6 | 0 |
| Aug 2024 | $247.9M | $202.6M | $45.2M | 6 | 0 |
DateNov 2025
Total AUM$556.5M
Discretionary$478.1M
Non-Disc.$78.5M
Employees9
Clients0
DateAug 2025
Total AUM$556.5M
Discretionary$478.1M
Non-Disc.$78.5M
Employees9
Clients0
DateMar 2025
Total AUM$415.8M
Discretionary$346.8M
Non-Disc.$69M
Employees9
Clients0
DateFeb 2025
Total AUM$247.9M
Discretionary$202.6M
Non-Disc.$45.2M
Employees6
Clients0
DateAug 2024
Total AUM$247.9M
Discretionary$202.6M
Non-Disc.$45.2M
Employees6
Clients0