Ascentis Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$595,719,066
This total excludes 44 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
215
56% high-net worth
Total advisors
4
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
54
Average account size
$2,770,786
About
Ascentis Wealth Management advises individuals (including high‑net‑worth clients) and a range of institutional and corporate clients — including pension and profit‑sharing plans, trusts, estates, and charitable organizations — providing financial planning, investment consulting for retirement plans, and both discretionary and non‑discretionary investment management. The firm also assists clients in selecting third‑party money managers and offers participant education and plan‑sponsor services for retirement plans.
The firm’s engagement process begins with an intensive fact‑finding session and produces tailored, goal‑oriented recommendations and investment allocations that employ strategic and tactical asset allocation across mutual funds, ETFs, stocks and bonds. Ascentis manages assets both discretionarily and non‑discretionarily, reporting $480,745,090 in discretionary AUM and $114,973,976 in non‑discretionary AUM, and it may allocate portions of client portfolios to third‑party managers or to a named sub‑adviser.
Ascentis’s brochure discloses several structural features that differ from many peers: some representatives are also registered broker‑dealer representatives and licensed insurance agents, the firm offers and participates in wrap‑fee programs and receives platform fees (including from a Mercato platform), and it may use investment models created by affiliates — arrangements the firm identifies as potential conflicts of interest. The adviser is newly formed (March 2024), majority‑owned by ORG Partners Operations, LLC, and manages roughly $595.7 million with a four‑advisor team, a mix of scale and affiliations that can influence execution, reporting, and supervisory arrangements.
Client services
Financial planning
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees for financial planning services negotiated on a project basis.
up to 2.00% annually (maximum 200 basis points) quarterly billed in advance; fees may be negotiable and charged at lower rates at firm's discretion
Some firm representatives are licensed insurance agents and may receive commissions from insurance products recommended to clients.
Hourly fees for financial planning services, charged based on time required and negotiated individually.
Fee-only: Financial planning fees charged on hourly or fixed fee basis, negotiated individually, fees may be waived or reduced; fixed fee covers up to 12 months of services.
Main office location
Ascentis Wealth Management, LLC
5001 Spring Valley Rd, Suite 810 W
Dallas TX 75244, United States
Number of offices
1
Most active in
Ascentis Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas · Virgin Islands
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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