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Matthew Mann

Advisor at Ascending Assets

Updated today

Firm

Ascending Assets

Location

Spring, TX

Credentials

Series 63, Series 65

Industry experience

4 years

About

Matthew Mann is a financial advisor at Ascending Assets with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascending Assets since 2017. Outside of his advisory role, he has worked at Domino's Pizza since 2016. Ascending Assets provides portfolio management and investment advice primarily to corporations and business entities. The firm focuses on individualized investment policies, discretionary portfolio management, and uses a combination of cyclical and fundamental analysis alongside modern portfolio theory.

Client services

Based on Ascending Assets

Portfolio management

Expertise

Based on Ascending Assets

Wealth management

Fee options

Percentage

$500 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.90%

Other

Account minimum: $500

Location

Spring, TX

Most active in

Texas

Work history

Ascending Assets, LLC

2022 - Present (4 years)

Ascending Assets LLC

2017 - Present (9 years)

Domino's Pizza

2016 - Present (10 years)

Unemployed

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Alex B

CFP®, ChFC®, RICP®

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Approaching retirement
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David C

Series 63, Series 65

The Woodlands, TX

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Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
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Terrance E

CFP®, Series 63

Kingwood, TX

US 1st Wealth Management

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Stephanie D

Series 63

Kingwood, TX

Stephanie E. Doyle Investment Management

Passive / index investing
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Devang P

Series 65

Houston, TX

Rewbix

Active portfolio management Factor investing / smart beta
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Shaun T

Series 63, Series 66

Tomball, TX

Taylor Williams Private Wealth Management LLC

Wealth management
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