# Ascend Wealth Management LLC

> Ascend Wealth Management LLC is a state-registered investment advisory firm in Eagle, ID, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 333076
- Filed as: ASCEND WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Eagle, ID
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333076
- AdvisorCensus page: https://advisorcensus.com/firm/ascend-wealth-management-llc-eagle-id-333076

## Quick answers

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

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

**Is Ascend Wealth Management LLC registered with the SEC or a state?**
Ascend Wealth Management LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333076.

**How much does Ascend Wealth Management LLC manage?**
Ascend Wealth Management LLC reports $32,600,000 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**What types of clients does Ascend Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (214); high net worth individuals (2).

**Does Ascend Wealth Management 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/333076

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $32,600,000
- Discretionary: $32,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 214 | $31,500,000 |
| High net worth individuals | 2 | $1,100,000 |

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

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

### Websites listed on Form ADV (Item 1.I)
- ascendawm.com/index.html

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascend Wealth Management LLC (CRD 333076): Form ADV filing data as of October 2026.