Investment adviser · CRD 307667
ASCEND INVESTMENT PARTNERS
Investment adviser filing (IA)
KESLER, NORMAN & WRIDE, LLC
OGDEN, UT, United States · Form ADV filed Jun 24, 2026
- Regulatory AUM
- $661M Form ADV · Item 5.F
- Client accounts
- 2,122 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 183 | $447,805,661 | 67.7% |
| Individuals | 748 | $172,680,133 | 26.1% |
| Charities | 8 | $14,840,059 | 2.2% |
| Retirement plans | 15 | $14,572,427 | 2.2% |
| Corporations & businesses | 7 | $11,514,475 | 1.7% |
Filing source
Form ADV 2095663 · Jun 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
2225 WASHINGTON BLVD., SUITE 110OGDEN, UT, 84401, United States
CRD 307667
Filing source
Form ADV 2095663 · Jun 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.