Investment adviser · CRD 325532
ASCENT WEALTH MANAGEMENT GROUP, LLC
Investment adviser filing (IA)
CORAL GABLES, FL, United States · Form ADV filed Aug 17, 2023
- Regulatory AUM
- $22.5M Form ADV · Item 5.F
- Client accounts
- 51 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 | 46 | $18,750,000 | 83.3% |
| Retirement plans | 5 | $3,750,000 | 16.7% |
Filing source
Form ADV 1779917 · Aug 17, 2023 · 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: Aug 17, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4000 PONCE DE LEON BLVD, SUITE 470CORAL GABLES, FL, 33146, United States
CRD 325532
Filing source
Form ADV 1779917 · Aug 17, 2023 · 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.