A
CRD: 165774
Ascend Wealth Advisors, LLC
$41.6M Total AUM
$39.4M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon vital
- Established Date
- 12-13-2012
- Office Locations
- 1
Office Locations
7750 Town Centre Drive Suite 800 Broadview Heights OH
About Ascend Wealth Advisors, LLC
Ascend Wealth Advisors, LLC is an Ohio-based independent RIA providing financial planning and portfolio construction for individuals, including entrepreneurs. The firm invests with a value tilt—seeking quality opportunities at reasonable valuations—using a mix of stocks and corporate/government fixed income, and primarily custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$41.6M AVG AUM / ADVISOR
$602.6K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Timber North prime
Client Personas
Horizon
Custodian
Legacy harbor Ember
Investment Vehicles
Capital delta
Services
Beacon Timber momentum Harbor momentum Summit Catalyst alpha
Technology
Crest insight
Owner & Executives
JOHN HOWARD BAIR
Chief Compliance Officer, Owner, President, Wealth Advisor
- CRD
- #1956055
- Ownership
- 75% or more
(283) 539-8636
beacon.meridian@fusioncapital.com
in linkedin.com/in/optima-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,378,704 | -- |
| Non-Discretionary | $2,202,488 | -- |
| Total | $41,581,192 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,581,192
Equity - OTC:
32.1% Cash:
10.4% Equity - Exchange:
26.8% Public Funds:
30.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,449,937,912 | 32.1% |
| Cash | $793,749,355 | 10.4% |
| Equity - Exchange | $2,045,431,029 | 26.8% |
| Public Funds | $2,343,087,037 | 30.7% |
| Total | $7,632,205,333 | 100.0% |