Ascend Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,581,192
Total clients
66
47% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
66
Average account size
$630,018
About
Ascend Wealth Advisors, LLC provides discretionary portfolio management to individuals and high-net-worth clients and also serves institutional-type clients including corporate pension and profit-sharing plans, charitable institutions, and endowments. The firm manages individually tailored accounts invested in equities, fixed income, ETFs, mutual funds and bank CDs, and does not offer financial planning, estate planning, insurance-related products, or tax planning services.
Accounts are managed according to selected portfolio strategies that reflect each client’s objectives, risk tolerance and liquidity needs, with an emphasis on regular client communication about changes in circumstances. Investment decisions rely on fundamental evaluation of individual stocks and funds, use of ETFs and mutual funds, and a generally buy-and-hold orientation for core holdings while retaining flexibility to adjust positions or hold cash when attractive opportunities are limited.
At about $41.5 million in assets under management and a modest client base, the firm’s willingness to work with charitable organizations and pension/profit-sharing plans is uncommon among independent advisers of this size. The firm is owner-managed and draws on the lead advisor’s industry analytical background and a Certified Fund Specialist designation and prior securities-principal experience to support its fundamental, account-specific approach.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% annually $500,000 - $2,000,000: 1.00% annually $2,000,000+: 0.80% annually
Main office location
Ascend Wealth Advisors, LLC
7750 Town Centre Drive, Suite 800
Broadview Heights OH 44147-4052, United States
Number of offices
1
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
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