Ascentis Wealth Management, LLC
Registered investment adviser · Dallas, TX · CRD #330923
Form ADV data as of 2026-09-01Regulatory assets
$595.7 million
Total accounts
814
Employees
9
Disclosure events
0
Firm details
- Website: http://www.ascentiswealth.com
- Telephone: 214-440-3909
- SEC file number: 801-130034
- Most recent Form ADV filing: 2026-05-13
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $480.7 million |
| Non-discretionary regulatory assets under management | $115.0 million |
| Total regulatory assets under management | $595.7 million |
| Discretionary accounts | 714 |
| Non-discretionary accounts | 100 |
| Total accounts | 814 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 9 |
| Employees performing investment advisory functions (including research) | 5 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Affiliated related persons
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 95 | $30.0 million |
| High net worth individuals | 120 | $455.8 million |
| Pension and profit sharing plans (not the participants or government plans) | 5 | $3.4 million |
| Charitable organizations | 1 | $804,033 |
| Insurance companies | 2 | $3.5 million |
| Corporations or other businesses not listed above | 36 | $102.2 million |