ASCENSION ADVISORS ARIZONA, LLC
Legal name: ASCENSION ADVISORS
CRD #337446 SEC #801-133880 SCOTTSDALE, AZ 415-716-1666
SEC Registered
Total AUM
$1.1M
Discretionary
$1.1M
Employees
1
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 30, 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 |
|---|---|---|---|---|
| WADDELL, MARCUS, GARVEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WADDELL, MARCUS, GARVEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WADDELL, MARCUS, GARVEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WADDELL, MARCUS, GARVEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WADDELL, MARCUS, GARVEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WADDELL, MARCUS, GARVEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| WADDELL, MARCUS, GARVEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 30, 2025 REGISTERED
Notice Filings (3)
AZ NH TX
Address
9687 E. CINDER CONE TRAILSCOTTSDALE, AZ 85262
United States
Phone: 415-716-1666