Newport Beach, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Ascentis Independent Advisors, LLC
Multi-team
Firm-wide stats for Ascentis Independent Advisors, LLC
About
Ascentis Independent Advisors is a multi‑team SEC‑registered investment adviser serving individuals (including high‑net‑worth clients), trusts, retirement plans, and corporate clients through a network of advisors. The firm offers asset management, comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third‑party managers, and both wrap and co‑advisory program options.
Portfolios are constructed from a mix of public and private securities — including stocks, bonds, ETFs, mutual funds, options, alternative investments, and private placements — and are monitored and rebalanced on an ongoing basis. The firm commonly implements discretionary management via model portfolios, sub‑advisory arrangements (including with an affiliated sub‑adviser), and third‑party co‑advisers or platform programs for trade execution and account administration.
Noteworthy aspects include a Private Direct Investments (PDI) program that offers illiquid private fund opportunities to a limited group of clients with allocation policies that give priority to prior investors, and recent affiliate consolidation and ownership restructuring that expanded in‑house model and sub‑advisory capabilities. The firm’s multi‑office, multi‑advisor scale and routine use of co‑advisory platforms and affiliate models are specifically disclosed in the brochure and are managed through supervisory procedures and written policies to address related conflicts of interest.
Based on Ascentis Independent Advisors, LLC
Expertise
Based on Ascentis Independent Advisors, LLC
Location
20201 SW Birch St, Ste 250
Newport Beach CA 92660
Advisors at this office
3
Advisors at this office
Elizabeth D
Series 66
Newport Beach, CA
Ascentis Independent Advisors, LLC
Elizabeth De Muro is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with Ascentis Independent Advisors, LLC and has prior experience at Raymond James Financial Services, LPL Financial, and Madrid Financial Services. Outside of her advisory role, she serves as an instructor at Huntington Beach Adult School. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of public and private securities and specialized programs such as Private Direct Investments.
Jordan V
CFP®, Series 65
Newport Beach, CA
Ascentis Independent Advisors, LLC
Jordan Vander Poorten is a CFP® and holds a Series 65 license with four years of industry experience. He is currently affiliated with Ascentis Independent Advisors, LLC and has worked at Golden State Equity Partners, LLC, TVN Wealth Management Inc, and VDP CPA, where he serves as a principal and CPA. Outside of his advisory role, he is actively involved in accounting services through VDP CPA. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm utilizes a combination of asset allocation, fundamental and technical analysis, and discretionary sub-advisory arrangements, including a Private Direct Investments program for alternative investments.
Shannon K
Series 66, Series 65
Newport Beach, CA
Ascentis Independent Advisors, LLC
Shannon Kujawa is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. She has held roles at Golden State Equity Partners and LPL Financial, and operates a sole proprietorship providing real estate and accounting consulting services. Outside of financial advising, she manages accounting services for multiple Del Taco restaurants through Vanderweel Ventures, LLC. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients. The firm offers diversified portfolio management utilizing public and private securities and maintains a Private Direct Investments program providing access to illiquid private funds.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")