{
  "crd_number": 330923,
  "slug": "ascentis-wealth-management-llc-dallas-tx-330923",
  "primary_business_name": "ASCENTIS WEALTH MANAGEMENT, LLC",
  "legal_name": "ASCENTIS WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-25",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-05-13",
  "carried_forward": false,
  "raum_total": 595719066.0,
  "raum_discretionary": 480745090.0,
  "raum_non_discretionary": 114973976.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 804033.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 30035496.0,
      "count": 95
    },
    "insurance_companies": {
      "raum": 3458480.0,
      "count": 2,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 3396015.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 455824648.0,
      "count": 120
    },
    "corporations_other_businesses": {
      "raum": 102200394.0,
      "count": 36
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX",
    "VI"
  ],
  "websites": [
    "https://ascentiswealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330923",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/ascentis-wealth-management-llc-dallas-tx-330923",
  "display_name": "Ascentis Wealth Management, LLC",
  "summary": "Ascentis Wealth Management, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.",
  "citation": "AdvisorCensus. Ascentis Wealth Management, LLC (CRD 330923): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Ascentis Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ascentis Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "How much does Ascentis Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Ascentis Wealth Management, LLC located?",
      "a": "Ascentis Wealth Management, LLC's principal office is in Dallas, TX, according to its Form ADV."
    },
    {
      "q": "Is Ascentis Wealth Management, LLC registered with the SEC or a state?",
      "a": "Ascentis Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330923."
    },
    {
      "q": "How much does Ascentis Wealth Management, LLC manage?",
      "a": "Ascentis Wealth Management, LLC reports $595,719,066 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (81% discretionary)."
    },
    {
      "q": "How have Ascentis Wealth Management, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Ascentis Wealth Management, LLC: Regulatory assets under management: $247,853,236 in the October 2024 data and $595,719,066 in the October 2026 data, up 140%. Total employees: 6 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ascentis Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (120); individuals (other than high net worth individuals) (95); corporations or other businesses not listed above (36)."
    },
    {
      "q": "Does Ascentis Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330923"
    },
    {
      "q": "What changed in Ascentis Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 247853236.0,
      "total_employees": 6,
      "filing_date": "2024-08-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 415794260.0,
      "total_employees": 9,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 595719066.0,
      "total_employees": 9,
      "filing_date": "2026-05-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $415,794,260 to $556,541,845 (+34%).",
        "Changed its legal name from ORG Wealth Partners LLC to Ascentis Wealth Management, LLC.",
        "Registered or notice-filed in VI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "The Adviser bases its annual investment management fee upon a percentage of assets under management. The Adviser charges an annual fee of up to 2.00% of assets under management."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Adviser bases its annual investment management fee upon a percentage of assets under management. The Adviser charges an annual fee of up to 2.00% of assets under management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ascentis-wealth-management-llc-dallas-tx-330923.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 95,
      "fewer_than_5": false,
      "raum": 30035496.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 120,
      "fewer_than_5": false,
      "raum": 455824648.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 3396015.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 804033.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 2,
      "fewer_than_5": true,
      "raum": 3458480.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 36,
      "fewer_than_5": false,
      "raum": 102200394.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330923",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}