ASCENTIS INDEPENDENT ADVISORS, LLC

CRD 322879File 801-126441

APPROVED

Retail clients

Filing as of Jul 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.09B

Top 25% of cohort (national)

Discretionary AUM

$1.96B

Non-discretionary $131.9M

Clients

2,815

7,464 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 25, 2022
Principal office: 5001 SPRING VALLEY ROAD, SUITE 810W, DALLAS, TX, 75244
Phone: 866-273-1563
Website: https://www.tvnwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.09B
Discretionary AUM: $1.96B
Non-discretionary AUM: $131.9M
Discretionary accounts: 7,057
Non-discretionary accounts: 407
Total accounts: 7,464
AUM per client: $744K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	71	$91.3M
Investment companies	1	$26K
Charitable organizations	9	$4.1M
High net worth individuals	610	$1.48B
Pension and profit sharing plans	44	$13.2M
Individuals (other than high net worth individuals)	2,080	$510.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — FINANCIAL PLANNING FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.