# Ascend Investment Partners

> Ascend Investment Partners is an SEC-registered investment advisory firm in Ogden, UT, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 307667
- Filed as: ASCEND INVESTMENT PARTNERS
- Legal name: Kesler, Norman & Wride, LLC
- Also doing business as: ENJOYABLE RETIREMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ogden, UT
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307667
- AdvisorCensus page: https://advisorcensus.com/firm/ascend-investment-partners-ogden-ut-307667

## Quick answers

**How is Ascend Investment Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Ascend Investment Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**What does Ascend Investment Partners' brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ascend Investment Partners located?**
Ascend Investment Partners' principal office is in Ogden, UT, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ascend Investment Partners registered with the SEC or a state?**
Ascend Investment Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307667.

**How much does Ascend Investment Partners manage?**
Ascend Investment Partners reports $661,412,755 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**How have Ascend Investment Partners' assets and staff changed since 2021?**
In the Form ADV data for Ascend Investment Partners: Regulatory assets under management: $384,858,939 in the October 2021 data and $661,412,755 in the October 2026 data, up 72%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ascend Investment Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (748); high net worth individuals (183); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Which custodians does Ascend Investment Partners use?**
Ascend Investment Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Trade-PMR Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Ascend Investment Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307667

**What changed in Ascend Investment Partners' recent Form ADV filings?**
In the April 2026 filing data: Added the business name Enjoyable Retirement. Employees performing advisory functions went from 6 to 5. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Fees based on a percentage of managed Plan assets will not exceed 1.00%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Trade-PMR Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $661,412,755
- Discretionary: $659,280,831
- Non-discretionary: $2,131,924

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 748 | $172,680,133 |
| High net worth individuals | 183 | $447,805,661 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $14,572,427 |
| Charitable organizations | 8 | $14,840,059 |
| Corporations or other businesses not listed above | 7 | $11,514,475 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, ID, NH, NM, NV, NY, OR, TX, UT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Logan, UT

### Websites listed on Form ADV (Item 1.I)
- ascendinvestment.com
- YouTube @UCBln0ex-YS0bC1VTGVCA85A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $384,858,939 | 9 | March 23, 2021 |
| October 2022 | $493,388,105 | 9 | February 14, 2022 |
| October 2023 | $456,333,797 | 9 | March 9, 2023 |
| October 2024 | $510,972,642 | 9 | June 10, 2024 |
| October 2025 | $618,803,317 | 9 | June 13, 2025 |
| October 2026 | $661,412,755 | 9 | June 24, 2026 |

Regulatory assets under management: $384,858,939 in the October 2021 data and $661,412,755 in the October 2026 data, up 72%.
Total employees: 9 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Enjoyable Retirement.
- Employees performing advisory functions went from 6 to 5.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(5)).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascend Investment Partners (CRD 307667): Form ADV filing data as of October 2026.