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FINAL ASCENT WEALTH ADVISORS, LLC

Advisory

LAFAYETTE, LA

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in LA
#117
of 142 advisers by AUM
Average account
$2M
across 39 accounts
AUM per adviser
$33M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM
$65M
Discretionary %
100%
Clients
21
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$65M
Discretionary AUM$65M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

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

DALTON, JOHN, HANSEN
METAIRIE, LA
$65M
+8.3% 1Y
BENEDICT WEALTH MANAGEMENT, LLC
BATON ROUGE, LA
$65M
BONFANTI INVESTMENT SERVICES, LLC
PRAIRIEVILLE, LA
$66M
VERMILION ASSET MANAGEMENT, LLC
LAFAYETTE, LA
$64M
-3.4% 1Y
B F ANDERSON & CO. INC.
BATON ROUGE, LA
$63M
-32.9% 1Y
MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES, LLC
MANDEVILLE, LA
$69M
0.0% 1Y

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