A complete list of active advisors currently associated with Ascentis Wealth Management, LLC

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

Ascentis Wealth Management advises individuals (including high‑net‑worth clients) and a range of institutional and corporate clients — including pension and profit‑sharing plans, trusts, estates, and charitable organizations — providing financial planning, investment consulting for retirement plans, and both discretionary and non‑discretionary investment management. The firm also assists clients in selecting third‑party money managers and offers participant education and plan‑sponsor services for retirement plans. The firm’s engagement process begins with an intensive fact‑finding session and produces tailored, goal‑oriented recommendations and investment allocations that employ strategic and tactical asset allocation across mutual funds, ETFs, stocks and bonds. Ascentis manages assets both discretionarily and non‑discretionarily, reporting $480,745,090 in discretionary AUM and $114,973,976 in non‑discretionary AUM, and it may allocate portions of client portfolios to third‑party managers or to a named sub‑adviser. Ascentis’s brochure discloses several structural features that differ from many peers: some representatives are also registered broker‑dealer representatives and licensed insurance agents, the firm offers and participates in wrap‑fee programs and receives platform fees (including from a Mercato platform), and it may use investment models created by affiliates — arrangements the firm identifies as potential conflicts of interest. The adviser is newly formed (March 2024), majority‑owned by ORG Partners Operations, LLC, and manages roughly $595.7 million with a four‑advisor team, a mix of scale and affiliations that can influence execution, reporting, and supervisory arrangements.

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