Ascendance Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ascendance Wealth, LLC is a state-registered investment adviser that provides discretionary and limited non-discretionary portfolio management and investment advisory services to individuals, small businesses, corporations, and investment companies. The firm serves a small client base—managing roughly $6 million across 19 client relationships—and develops individualized strategies after a client fact‑finding process.
Ascendance constructs strategic asset allocations intended to align portfolios with clients’ objectives and risk tolerances, generally emphasizing diversification across asset classes and periodic rebalancing with at least quarterly reviews. Its investment process draws on both fundamental and technical analysis and, when appropriate, uses derivative instruments to adjust exposures or implement hedging.
Compared with many peers, the firm distributes periodicals or newsletters and operates as a compact multi-person practice rather than a solo practitioner, both of which are uncommon among similar advisers. The firm follows the CFA Institute Code of Ethics and discloses that the principal maintains outside activities, including family ranching and occasional financial consulting projects, which are conducted outside the adviser’s client trading activities.
Client services
Expertise
Fee options
1.00% annually
$500/hour
Main office
Franktown CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Ascendance Wealth · Private Capital, LLC
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
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