Investment adviser · CRD 337446
ASCENSION ADVISORS
Investment adviser filing (IA)
ASCENSION ADVISORS ARIZONA, LLC
SCOTTSDALE, AZ, United States · Form ADV filed Oct 30, 2025
- Regulatory AUM
- $1.1M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Individuals | Fewer than 5 | $1,099,138 | 100.0% |
Filing source
Form ADV 2024905 · Oct 30, 2025 · 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: Oct 30, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
9687 E. CINDER CONE TRAILSCOTTSDALE, AZ, 85262, United States
CRD 337446
Filing source
Form ADV 2024905 · Oct 30, 2025 · 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.