# Ascent Wealth Management Group, LLC

> Ascent Wealth Management Group, LLC is a state-registered investment advisory firm in Coral Gables, FL, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 325532
- Filed as: ASCENT WEALTH MANAGEMENT GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325532
- AdvisorCensus page: https://advisorcensus.com/firm/ascent-wealth-management-group-llc-coral-gables-fl-325532

## Quick answers

**How is Ascent Wealth Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ascent Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ascent Wealth Management Group, LLC located?**
Ascent Wealth Management Group, LLC's principal office is in Coral Gables, FL, according to its Form ADV.

**Is Ascent Wealth Management Group, LLC registered with the SEC or a state?**
Ascent Wealth Management Group, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325532.

**How much does Ascent Wealth Management Group, LLC manage?**
Ascent Wealth Management Group, LLC reports $39,990,767 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**How have Ascent Wealth Management Group, LLC's assets and staff changed since 2023?**
In the Form ADV data for Ascent Wealth Management Group, LLC: Regulatory assets under management: $22,500,000 in the October 2023 data and $39,990,767 in the October 2026 data, up 78%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ascent Wealth Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (75); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Ascent Wealth Management Group, 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/325532

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $39,990,767
- Discretionary: $39,990,767
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 75 | $37,004,552 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,986,215 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2023 (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.

### Websites listed on Form ADV (Item 1.I)
- [ascentwealthmanagementgroup.com](https://ascentwealthmanagementgroup.com)
- LinkedIn @oscar-piña-chfc®-apma®-932a21138
- LinkedIn @oscar-pi�a-chfc�-apma�-932a21138

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $22,500,000 | 1 | August 17, 2023 |
| October 2026 | $39,990,767 | 1 | September 10, 2026 |

Regulatory assets under management: $22,500,000 in the October 2023 data and $39,990,767 in the October 2026 data, up 78%.
Total employees: 1 in October 2023 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascent Wealth Management Group, LLC (CRD 325532): Form ADV filing data as of October 2026.