A complete list of active advisors currently associated with Ascend Interplay, LLC

Warmer can help you find a great advisor at Ascend Interplay, LLC or one who fits your needs even better.

Ascend Interplay provides investment advisory services to high‑net‑worth individuals, offering portfolio management on a non‑discretionary basis alongside financial planning, referral services, and a complimentary travel‑planning service. The firm segments clients into Members, Partial Members and Provisional Members with tailored onboarding arrangements and limits based on committed capital. The firm reports $390,219,029 in client assets under continuous management and delivers advice focused on asset allocation and third‑party model portfolios rather than individual security selection, often recommending or replacing outside money managers when strategies deviate from benchmarks. Its investment universe is broad—covering traditional equities and fixed income as well as private placements, PIPES, digital assets, derivatives, REITs and other alternative structures—and the firm may allocate clients into private or sponsored funds after review of offering documents. Ascend Interplay is notable for several atypical structural features: it operates with multiple affiliated entities (including an accounting firm, a law firm, a venture capital fund, and a cryptocurrency fund) and discloses that it may on occasion recommend investments in its affiliated funds, which it says can present conflicts of interest. The firm also serves a meaningful non‑U.S. client base, manages accounts primarily on a non‑discretionary basis, maintains a small client roster relative to its assets, and discloses operational practices such as directed custodial relationships, non‑aggregation of trades, and that it will not vote client proxies.

To learn more about the advisors currently working at Ascend Interplay, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.