# Ascend Wealth Management

> Ascend Wealth Management is a state-registered investment advisory firm in Brunswick, OH, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 335269
- Filed as: ASCEND WEALTH MANAGEMENT
- Legal name: Ascend Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brunswick, OH
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335269
- AdvisorCensus page: https://advisorcensus.com/firm/ascend-wealth-management-brunswick-oh-335269

## Quick answers

**How is Ascend Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Ascend Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Ascend Wealth Management located?**
Ascend Wealth Management's principal office is in Brunswick, OH, according to its Form ADV.

**Is Ascend Wealth Management registered with the SEC or a state?**
Ascend Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335269.

**How much does Ascend Wealth Management manage?**
Ascend Wealth Management reports $11,061,430 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).

**What types of clients does Ascend Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); other (19); high net worth individuals (6).

**Does Ascend Wealth Management 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/335269

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $11,061,430
- Discretionary: $0
- Non-discretionary: $11,061,430

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $5,079,463 |
| High net worth individuals | 6 | $3,472,588 |
| Other | 19 | $2,509,379 |

### 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
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- conniecostanzo.com
- Facebook @connie.costanzo.10
- Instagram @connie.costanzo.10
- LinkedIn @posts
- X @conniecostanzo

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascend Wealth Management (CRD 335269): Form ADV filing data as of October 2026.