Ascend Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,600,000
Total clients
216
1% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
216
Average account size
$150,926
About
Ascend Wealth Management provides discretionary asset management, financial planning, and consulting to individual investors and retirement plans, including limited ERISA 3(21) fiduciary services for qualified and non‑qualified plans. The firm also arranges model-based portfolio management through third‑party portfolio managers and offers both full financial plans and topic‑specific consultations.
Investment programs are implemented on a discretionary basis with model selection and ongoing monitoring handled by the adviser and the designated third‑party managers; the firm’s methods may include technical and charting analysis and accounts are reviewed at least quarterly. Clients receive custodian statements and trade confirmations, may impose written investment restrictions, and the firm generally does not vote proxies on client securities.
Notable distinctions include an unusually high client load relative to peers—over 200 clients per registered professional—which implies many smaller or service‑focused accounts alongside roughly $32.6 million in assets under management. The adviser maintains an affiliated insurance practice that consumes a material portion of owner time and discloses commission income, and the firm regularly provides pension consulting/ERISA plan services and shares fees with third‑party managers; these arrangements are disclosed as potential conflicts and are managed through the firm’s fiduciary policies and disclosures.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0+: 1.00% annually for discretionary asset management (negotiable) $0+: Co-Advisor fees vary by portfolio type, flat rates: Strategic Portfolios 1.90%, Tactical Portfolios 1.75%, Allocation & Defined Outcome Portfolios 1.65%, Private Wealth Portfolios 1.50%, Preservation Portfolios 1.00% (AWM portion 0.60%-1.00%) $0 - $3,000,000: 0.25% annually for ERISA Plan Services $3,000,001 - $5,000,000: 0.20% annually for ERISA Plan Services $5,000,001+: 0.15% annually for ERISA Plan Services
$150 per hour for financial planning and consulting services
Main office location
Ascend Wealth Management LLC
Eagle ID, United States
Number of offices
1
Most active in
Ascend Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Idaho · Nevada · Washington
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.
Is not active or affiliated with:
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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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