RIA Intel›Advisers›Ohio›ASCEND WEALTH ADVISORS, LLC

ASCEND WEALTH ADVISORS, LLC

Advisory

BROADVIEW HEIGHTS, OH

Data as of Mar 22, 2026 · Source: SEC Form ADV

Average account

$603K

across 69 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 22, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$39M

Non-Discretionary AUM$2M

Discretionary %94.7%

Total Clients69

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

69 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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WYOMING WEALTH MANAGEMENT, LLC

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HUFF WEALTH MANAGEMENT LLC

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