Ascentis Wealth Holdings, LLC
MemberAscentis Asset Management, LLC
About Ascentis Wealth Holdings, LLC
Ascentis Wealth Holdings, LLC is listed as Member at Ascentis Asset Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Ascentis Asset Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Ascentis Wealth Holdings, LLC work?
Ascentis Wealth Holdings, LLC is listed as Member at Ascentis Asset Management, LLC on SEC Form ADV.
How much of Ascentis Asset Management, LLC does Ascentis Wealth Holdings, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Ascentis Asset Management, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |