Ascend Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,061,430
This total excludes 19 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
89
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
89
Average account size
$124,286
About
Ascend Wealth Management provides holistic financial planning, ongoing wealth management, consultation services, and occasional educational workshops or seminars. The firm primarily serves individual and high‑net‑worth investors, generally focusing on accounts that meet its stated portfolio threshold and managing about $11 million across its client relationships.
The adviser typically prepares a written financial plan as the basis for ongoing wealth management, works with clients to develop investment policy statements, and conducts regular monitoring and periodic reviews. Investment guidance emphasizes long‑term, diversified allocations (including ETFs, fixed income, and select annuities) with a fundamental/value orientation, and the firm notes it does not rely on artificial intelligence for research or portfolio design.
Distinctive features include the firm’s offering of public education events as part of client engagement and the practice of requiring or pairing holistic planning with ongoing wealth management services. The owner is also a licensed insurance agent and discloses the potential for insurance commissions and third‑party platform arrangements in its disclosures; the adviser was formed recently and operates a small, practitioner‑focused practice.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Consultation services
Expertise
General retirement planning
Annuities
College savings (529s, UTMA, etc.)
Wealth management
Active portfolio management
Fee options
Project fees for financial planning services starting at $1,000
$0+: Typically 1% annually for Wealth Management Services Not specified - Not specified: 0.5% to 1% annually for SEP, Simple IRA, and 401(k) management services
Financial planning and consultation services at $375 per hour
Account minimum: $100,000 Minimum fee: Minimum fee for holistic financial planning is $1,000 Fee-only: Advisory fees only; no commissions on securities; fees are negotiable and may be waived for certain clients
Main office location
Ascend Wealth Management
Brunswick OH, United States
Number of offices
1
Most active in
Ascend Wealth Management has reported serving >5 clients in these states in the last 12 months.
Ohio
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 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
Quick links
LinkedIn
Facebook
X
Instagram
Website
330-606-5224
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