Investment adviser · CRD 155768

ASCENDE WEALTH ADVISERS, INC.

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Mar 28, 2017

Regulatory AUM
$3.62B
Form ADV · Item 5.F
Client accounts
65
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
8
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 28, 2017. View historical filings

Reported services

Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2700 POST OAK BOULEVARD, 3RD FLOOR
HOUSTON, TX, 77056, United States

CRD 155768

Filing source

Form ADV 1072199 · Mar 28, 2017 · 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.