RIA Intel›Advisers›Ohio›ASCEND WEALTH MANAGEMENT LLC

ASCEND WEALTH MANAGEMENT LLC

Advisory

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$102K

across 108 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$0

Non-Discretionary AUM$11M

Discretionary %0%

Total Clients108

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

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

108 clients

6 high-net-worth

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

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Advisers of similar size in OH

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

IDEAS IN FINANCE

$11M

KOEPF FINANCIAL GROUP L.L.C

$11M

VILLE WEALTH MANAGEMENT LLC

$11M

GREAT LAKES FINANCIAL COMPANIES INC.

TWINSBURG, OH

$11M

DEEM ASSET MANAGEMENT, LLC

$11M

INTEGRATED FINANCIAL RESOURCES, INC.

TOLEDO, OH

$11M

0.0% 1Y

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