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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2024
- Office Locations
- 1
Office Locations
About Ascend Wealth Management LLC
Ascend Wealth Management LLC is an Idaho-based RIA focused on holistic wealth management and retirement planning for families, business owners and entrepreneurs. Services include asset allocation and risk management, income planning, tax strategies, Social Security optimization, enhanced/legacy planning, and life insurance. Portfolios are primarily ETF- and fund-based, and the firm offers a proprietary “Color of Money” risk analysis; Schwab is a key custodian.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
RANDALL JASON TAYLOR
Chief Compliance Officer, Project Manager
- CRD
- #4680446
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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