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ASCEND INVESTMENT PARTNERS
Legal name: KESLER, NORMAN & WRIDE, LLC
CRD 307667File 801-118514
APPROVED
Retail clients
Filing as of Jun 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$661.4M
Above cohort median (national)
Discretionary AUM
$659.3M
Non-discretionary $2.1M
Clients
961
2,122 accounts
Employees
9
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 23, 2020
- Principal office
- 2225 WASHINGTON BLVD., SUITE 110, OGDEN, UT, 84401
- Phone
- (801) 476-1200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $661.4M
- Discretionary AUM
- $659.3M
- Non-discretionary AUM
- $2.1M
- Discretionary accounts
- 2,117
- Non-discretionary accounts
- 5
- Total accounts
- 2,122
- AUM per client
- $688K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $11.5M |
| Charitable organizations | 8 | $14.8M |
| High net worth individuals | 183 | $447.8M |
| Pension and profit sharing plans | 15 | $14.6M |
| Individuals (other than high net worth individuals) | 748 | $172.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2026 | Clients | 1,080 | 961 | decreased by119 |
| Apr 1, 2026 | AUM | $618,803,317 | $661,412,755 | increased by$42,609,438 |
| Apr 1, 2026 | Accounts | 2,322 | 2,122 | decreased by200 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 911 | 1,080 | increased by169 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $493,388,105 | $618,803,317 | increased by$125,415,212 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,626 | 2,322 | increased by696 |
| Mar 1, 2022 | Clients | 704 | 911 | increased by207 |
| Mar 1, 2022 | AUM | $384,858,939 | $493,388,105 | increased by$108,529,166 |
| Mar 1, 2022 | Accounts | 1,540 | 1,626 | increased by86 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASCEND INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASCEND INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.