Ascentis Wealth Holdings, LLC
OwnerAscentis Independent Advisors, LLC
About Ascentis Wealth Holdings, LLC
Ascentis Wealth Holdings, LLC is listed as Owner at Ascentis Independent Advisors, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Ascentis Independent Advisors, 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 Owner at Ascentis Independent Advisors, LLC on SEC Form ADV.
How much of Ascentis Independent Advisors, LLC does Ascentis Wealth Holdings, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Ascentis Independent Advisors, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | No |
| Since | 2025 |