# Ascentis Wealth Management, LLC

> 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.

- CRD: 330923
- Filed as: ASCENTIS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330923
- AdvisorCensus page: https://advisorcensus.com/firm/ascentis-wealth-management-llc-dallas-tx-330923

## Quick answers

**How is Ascentis Wealth Management, LLC compensated?**
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.

**What does Ascentis Wealth Management, LLC's brochure say about its fees?**
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.

**Where is Ascentis Wealth Management, LLC located?**
Ascentis Wealth Management, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Ascentis Wealth Management, LLC registered with the SEC or a state?**
Ascentis Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330923.

**How much does Ascentis Wealth Management, LLC manage?**
Ascentis Wealth Management, LLC reports $595,719,066 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (81% discretionary).

**How have Ascentis Wealth Management, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Ascentis Wealth Management, LLC serve?**
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).

**Does Ascentis 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 SEC record: https://adviserinfo.sec.gov/firm/summary/330923

**What changed in Ascentis Wealth Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $595,719,066
- Discretionary: $480,745,090
- Non-discretionary: $114,973,976

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $30,035,496 |
| High net worth individuals | 120 | $455,824,648 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $3,396,015 |
| Charitable organizations | 1 | $804,033 |
| Insurance companies | 2 | $3,458,480 |
| Corporations or other businesses not listed above | 36 | $102,200,394 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX, VI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $247,853,236 | 6 | August 23, 2024 |
| October 2025 | $415,794,260 | 9 | March 31, 2025 |
| October 2026 | $595,719,066 | 9 | May 13, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascentis Wealth Management, LLC (CRD 330923): Form ADV filing data as of October 2026.