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ASCENTIS WEALTH MANAGEMENT, LLC
CRD 330923File 801-130034
APPROVED
Retail clients
Filing as of May 13, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.