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Firm profile

Ascent Wealth Partners, LLC

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCONancy L. Kowalczyk
CIOChristopher B. Lai

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.