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Ascentis Operations, LLC.

OwnerAscentis Wealth Management, LLC

About Ascentis Operations, LLC.

Ascentis Operations, LLC. is listed as Owner at Ascentis Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%. Ascentis Operations, LLC. is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Ascentis Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ascentis Operations, LLC. work?

Ascentis Operations, LLC. is listed as Owner at Ascentis Wealth Management, LLC on SEC Form ADV.

How much of Ascentis Wealth Management, LLC does Ascentis Operations, LLC. own?

Form ADV reports a beneficial ownership band of Over 75%.

Ascentis Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2025

Ascentis Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personNo
Since2024