Ascentis Wealth Management, LLC
● SEC registered since 2024CRD 330923SEC# 801-130034Dallas, TX
Reg. AUM
$595.7M
Employees
9
Accounts
814
Location
Dallas, TX
Ascentis Wealth Management, LLC assets under management
Ascentis Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2024. It reports $595.7 million in regulatory assets under management and employs 9 people.
Ascentis Wealth Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ascentis Operations, LLC. Control | Owner | Over 75% | 2025 |
| Catherine Gaynell Bailey | Director | Under 5% | 2026 |
| Clinton Wayne Sorenson Control | Chief Investment Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Ascentis Wealth Management, LLC manage?
Ascentis Wealth Management, LLC reports $595.7 million in regulatory assets under management on its Form ADV.
How many employees does Ascentis Wealth Management, LLC have?
Ascentis Wealth Management, LLC reports 9 employees.
Where is Ascentis Wealth Management, LLC located?
Ascentis Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2024.
Does Ascentis Wealth Management, LLC disclose fund performance?
Ascentis Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5001 Spring Valley Rd, Suite 810w, Dallas, TX 75244 |
| Phone | 214-440-3909 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$595.7M▲ 140%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$595.7Mregulatory AUM
Discretionary $480.7MNon-discretionary $115M