NEW HARTFORD, NYCRD 158898Latest ADV March 12, 2026
Ascent Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Hartford, NY. Its latest Form ADV filing, dated March 12, 2026, reports $1.5B in regulatory assets under management, 17 employees, 3 offices, and 2,359 accounts.
Assets Under Management
$1.5B
Employees
17
Offices
3 offices
Total Clients
1,096
Primary office
NEW HARTFORD, NY
89 GENESEE STREET, NEW HARTFORD, NY, United States
Top client segmentIndividuals represent 71.0% of total clients.
Top client categories% of clientsClients
1
Individuals
71.0%
778
2
HNWI
23.5%
258
3
Pension Plans
3.5%
38
4
Corporations
1.5%
16
5
Charitable
0.5%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 12, 2026
Discretionary94.7%
$1.4B
95% of total RAUM94.7%
Non-discretionary5.3%
$80M
5% of total RAUM5.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts2,359
10Y AUM Change+$1.1B (+268.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee64:1
10Y Employee Change+7 (+70.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.