Ascend Investment Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ogden, UT. Its latest Form ADV filing, dated March 9, 2026, reports $661M in regulatory assets under management, 8 employees, 1 office, and 2,122 accounts.
Assets Under Management
$661M
Employees
8
Offices
1 office
Total Clients
961
Primary office
OGDEN, UT
2225 WASHINGTON BLVD., SUITE 110, OGDEN, UT, United States
Top client segmentIndividuals represent 77.8% of total clients.
Top client categories% of clientsClients
1
Individuals
77.8%
748
2
HNWI
19.0%
183
3
Pension Plans
1.6%
15
4
Charitable
0.8%
8
5
Corporations
0.7%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$661Mas of March 9, 2026
Discretionary99.7%
$659M
100% of total RAUM99.7%
Non-discretionary0.3%
$2M
0% of total RAUM0.3%
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$661M
Total Accounts2,122
10Y AUM Change+$661M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee120:1
10Y Employee Change0 (0.0%)
* 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.