# Ascendance Wealth

> Ascendance Wealth is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 142583
- Filed as: ASCENDANCE WEALTH
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142583
- AdvisorCensus page: https://advisorcensus.com/firm/ascendance-wealth-142583

## Quick answers

**How is Ascendance Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Ascendance Wealth reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Ascendance Wealth registered with the SEC or a state?**
Ascendance Wealth is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142583.

**How much does Ascendance Wealth manage?**
Ascendance Wealth reports $5,980,023 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).

**What types of clients does Ascendance Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (2).

**Does Ascendance Wealth 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/142583

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,980,023
- Discretionary: $5,980,023
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $3,720,946 |
| High net worth individuals | 2 | $2,259,077 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2007 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ascendancewealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascendance Wealth (CRD 142583): Form ADV filing data as of October 2026.