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Ascendor Wealth, LLC

● SEC registered since 2025CRD 148969SEC# 801-133828Wilmington, NC
Export (members)
Reg. AUM
$145.6M
Employees
7
Accounts
402
Location
Wilmington, NC

Ascendor Wealth, LLC assets under management

Ascendor Wealth, LLC is an investment advisory firm registered with the SEC based in Wilmington, NC. The firm has been registered since 2025. It reports $145.6 million in regulatory assets under management and employs 7 people.

Ascendor Wealth, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brandon Thomas Dembowiak ControlManager, Chief Compliance OfficerUnder 5%2013
Dembo Management, Inc. ControlOwner25-50%2020
Lord and Graves, Inc. Control50% Owner50-75%2019
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Frequently asked questions

How much does Ascendor Wealth, LLC manage?

Ascendor Wealth, LLC reports $145.6 million in regulatory assets under management on its Form ADV.

How many employees does Ascendor Wealth, LLC have?

Ascendor Wealth, LLC reports 7 employees.

Where is Ascendor Wealth, LLC located?

Ascendor Wealth, LLC is based in Wilmington, NC and has been SEC-registered since 2025.

Does Ascendor Wealth, LLC disclose fund performance?

Ascendor Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5700 Oleander Drive, Wilmington, NC 28403
Phone910-790-0122
Fax888-761-7577
Office hours9:00 a.m.- 5:00 P.M
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$145.6M▲ 25%
Jun '25 — $116.8MJul '25 — $116.8MAug '25 — $116.8MSep '25 — $116.8MOct '25 — $116.8MNov '25 — $116.8MDec '25 — $116.8MJan '26 — $116.8MFeb '26 — $116.8MMar '26 — $145.6MApr '26 — $145.6MMay '26 — $145.6MJun '26 — $145.6M
Jun '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$145.6Mregulatory AUM
Discretionary $145.6M