RIA Intel›Advisers›Texas›ASCENDE WEALTH ADVISERS, INC.

ASCENDE WEALTH ADVISERS, INC.

Advisory

N·HOUSTON, TX

Data as of Mar 28, 2017 · Source: SEC Form ADV

Total AUM

$3.6B

1-Year AUM Growth

+15.6%

3-Year CAGR

+22.6%

Employees

8

Assets Under Management

Total AUM$3.6B

Discretionary AUM$74M

Non-Discretionary AUM$3.6B

Discretionary %2%

Total Clients—

Team

Total Employees8

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record14

First FilingDec 22, 2010

Latest FilingMar 28, 2017

🔒 Full AUM trend chart and 14 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ASCENDE WEALTH ADVISERS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.