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Ascentis Wealth Holdings, LLC

OwnerAscentis Wealth Management, LLC

About Ascentis Wealth Holdings, LLC

Ascentis Wealth Holdings, LLC is listed as Owner at Ascentis Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Ascentis Wealth 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 Owner at Ascentis Wealth Management, LLC on SEC Form ADV.

How much of Ascentis Wealth Management, LLC does Ascentis Wealth Holdings, LLC own?

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

Ascentis Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personNo
Since2024