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ASCENDANCE WEALTH

Advisory

CO

Data as of Aug 14, 2026 · Source: SEC Form ADV

AUM change, 1 year
+33.3%
growing
Average account
$315K
across 19 accounts
AUM per adviser
$6M
1 advisers
Filing history
7
filings since 2007

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM
$6M
1-Year AUM Growth
+33.3%
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingJan 3, 2007
Latest FilingAug 14, 2026
Full AUM trend chart and 7 historical filings spanning 19+ years
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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.

DFB ENTERPRISE, LLC
HIGHLANDS RANCH, CO
$6M
SILVERGATE CAPITAL MANAGEMENT, LLC
DENVER, CO
$6M
-92.3% 1Y
SWALES FINANCIAL LLC
$6M
DCG ADVISORY LLC
$6M
MONEYFULL LLC
$6M
ROBBINS WEALTH MANAGEMENT, LLC
$6M

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