# Ascent Wealth Management

> Ascent Wealth Management is a state-registered investment advisory firm in Kalispell, MT, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 305915
- Filed as: ASCENT WEALTH MANAGEMENT
- Legal name: Ascent Wealth Management PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kalispell, MT
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305915
- AdvisorCensus page: https://advisorcensus.com/firm/ascent-wealth-management-kalispell-mt-305915

## Quick answers

**How is Ascent Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Ascent Wealth Management 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 located?**
Ascent Wealth Management's principal office is in Kalispell, MT, according to its Form ADV.

**Is Ascent Wealth Management registered with the SEC or a state?**
Ascent Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305915.

**How much does Ascent Wealth Management manage?**
Ascent Wealth Management reports $53,993,089 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**What types of clients does Ascent Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (28).

**Does Ascent 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/305915

## 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: $53,993,089
- Discretionary: $53,993,089
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $9,739,741 |
| High net worth individuals | 28 | $44,253,348 |
| 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) | 0 | $0 |
| 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

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthascent.com
- LinkedIn @johnmichaelknopik

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascent Wealth Management (CRD 305915): Form ADV filing data as of October 2026.