# Ascend Wealth Advisors, LLC

> Ascend Wealth Advisors, LLC is a state-registered investment advisory firm in Jacksonville Beach, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 8, 2024.

- CRD: 329553
- Filed as: ASCEND WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jacksonville Beach, FL
- Filing period: October 2026
- Form ADV filing dated: August 8, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329553
- AdvisorCensus page: https://advisorcensus.com/firm/ascend-wealth-advisors-llc-jacksonville-beach-fl-329553

## Quick answers

**How is Ascend Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ascend Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Ascend Wealth Advisors, LLC located?**
Ascend Wealth Advisors, LLC's principal office is in Jacksonville Beach, FL, according to its Form ADV.

**Is Ascend Wealth Advisors, LLC registered with the SEC or a state?**
Ascend Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329553.

**How much does Ascend Wealth Advisors, LLC manage?**
Ascend Wealth Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 8, 2024.

**Does Ascend Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329553

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascend Wealth Advisors, LLC (CRD 329553): Form ADV filing data as of October 2026.