Ascend Private Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$273,000
Clients
2
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
$136,500
About
The firm provides combined financial planning and discretionary portfolio management to individuals (both non‑high‑net‑worth and high‑net‑worth), families, trusts, and business owners, accepting clients without a stated account minimum. Financial planning is offered only as part of its investment management engagement rather than as a standalone service.
Its investment process integrates bottom‑up, fundamental, and technical analysis with macroeconomic-driven tactical asset allocation, using a mix of active security selection alongside selective passive ETF and REIT exposures and dividend-focused strategies. Portfolios are implemented on a custodial platform and the firm may utilize third‑party model portfolios or sub‑advisers to meet client objectives.
Noteworthy aspects include its solo-practitioner structure, very small asset base and client roster, and the provision of complimentary educational seminars and workshops on macroeconomic and investment topics. The firm discloses use of percentage‑of‑assets fees and selection of other advisers, and it does not serve as a private fund adviser — a combination of features that is uncommon among peer firms.
Client services
Expertise
Fee options
1.00% annually
Main office location
Ascend Private Wealth Management
Fort Collins CO, United States
Number of offices
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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