A complete list of active advisors currently associated with Ascendance Wealth

Warmer can help you find a great advisor at Ascendance Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ascendance Wealth, 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.

Name	Location	Years of experience
Clay Anderson	Franktown, CO	19

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