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Building 2ASCEND WEALTH MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone713.623.8867
NotebookSEC #801-61927
Total AUM
$54.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4400 POST OAK PARKWAY, SUITE 2160
HOUSTON
TX 77027
USA
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
713.623.8867

ReceiptFinancials

Total AUM
$54.5M
Accounts
19
Discretionary
$54.5M
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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