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
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 March 31, 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%)
* 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.