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ASCEND PRIVATE WEALTH MANAGEMENT

Advisory

CO

Data as of Apr 3, 2026 · Source: SEC Form ADV

Average account
$137K
across 2 accounts
AUM per adviser
$273K
1 adviser

Source: SEC Form ADV. Figures as filed Apr 3, 2026.

Total AUM
$273K
Discretionary %
100%
Clients
2
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$273K
Discretionary AUM$273K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

FORTRESS FAMILY ASSET MANAGEMENT LLC
$325K
ARENA ADVISORS LLC
$185K
WEALTHNET ADVISORS, INC.
LITTLETON, CO
$400K
ABUNDANT CAPITAL STRATEGIES LLC
$415K
PROPOLIS CAPITAL MANAGEMENT, LLC
STEAMBOAT SPRINGS, CO
$416K
-62.3% 1Y
LIQUIDIFI LLC
$442K

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