⌕
Firm profile

Ascentis Wealth Management, LLC

DALLAS, TXCRD 330923Latest ADV May 13, 2026

Ascentis Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 31, 2026, reports $596M in regulatory assets under management, 9 employees, and 814 accounts.

Assets Under Management
$596M
Employees
9
Offices
--
Total Clients
259
Primary office
DALLAS, TX
5001 SPRING VALLEY RD, SUITE 810W, DALLAS, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOMatthew M. Reynolds
CIOClinton W. Sorenson

Advisory services offered

1 types reported
Financial Planning Services

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 46.3% of total clients.
Top client categories% of clientsClients
1
HNWI
46.3%
120
2
Individuals
36.7%
95
3
Corporations
13.9%
36
4
Pension Plans
1.9%
5
5
Insurance Cos.
0.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$596Mas of May 13, 2026
Discretionary80.7%
$481M
81% of total RAUM80.7%
Non-discretionary19.3%
$115M
19% of total RAUM19.3%
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$596M
Total Accounts814
10Y AUM Change+$596M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee29:1
10Y Employee Change+6 (+200.0%)

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.