RIA Intel›Advisers›Montana›ASCENT WEALTH MANAGEMENT PLLC

ASCENT WEALTH MANAGEMENT PLLC

Advisory

KALISPELL, MT

Data as of Jan 6, 2026 · Source: SEC Form ADV

Rank in MT

#34

of 36 advisers by AUM

Average account

$353K

across 153 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InMT

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

60 clients

28 high-net-worth

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

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