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ASCENTIS WEALTH MANAGEMENT, LLC
CRD 330923File 801-130034
APPROVED
Retail clients
Filing as of May 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$595.7M
Above cohort median (national)
Discretionary AUM
$480.7M
Non-discretionary $115.0M
Clients
259
814 accounts
Employees
9
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 25, 2024
- Principal office
- 5001 SPRING VALLEY RD, SUITE 810W, DALLAS, TX, 75244
- Phone
- 214-440-3909
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $595.7M
- Discretionary AUM
- $480.7M
- Non-discretionary AUM
- $115.0M
- Discretionary accounts
- 714
- Non-discretionary accounts
- 100
- Total accounts
- 814
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 36 | $102.2M |
| Insurance companies | Fewer than 5 | $3.5M |
| Charitable organizations | Fewer than 5 | $804K |
| High net worth individuals | 120 | $455.8M |
| Pension and profit sharing plans | 5 | $3.4M |
| Individuals (other than high net worth individuals) | 95 | $30.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FINANCIAL PLANNING FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 245 | 259 | increased by14 |
| Apr 1, 2026 | AUM | $556,541,845 | $595,719,066 | increased by$39,177,221 |
| Apr 1, 2026 | Accounts | 808 | 814 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 137 | 245 | increased by108 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $415,794,260 | $556,541,845 | increased by$140,747,585 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 170 | 808 | increased by638 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASCENTIS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASCENTIS WEALTH” 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.