ASCENT WEALTH PARTNERS, LLC (CRD# 158898) is an SEC-Registered Investment Advisor (RIA), headquartered in New Hartford, NY. The SEC approved the firm to operate as an RIA in Aug 2011. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $525.9 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ASCENT WEALTH PARTNERS, LLC also reported in Mar 2018:
  • 11 employees, with 9 performing advisory functions.
  • A total of 5 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ASCENT WEALTH PARTNERS, LLC has no disclosure events reported to the SEC at this time.

View ASCENT WEALTH PARTNERS, LLC's most recent Form ADV filing

ASCENT WEALTH PARTNERS, LLC has Notice Filings with the following State Securities Authorities: FL-Aug 2011, MA-Oct 2016, NC-Aug 2011, NH-Aug 2011, NY-Aug 2011 , TN-Mar 2014, TX-Mar 2018, VA-Mar 2014

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