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- Custodian
- Prudential · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-20-2009
- Office Locations
- 3
Office Locations
About Ascendor Wealth, LLC
Ascendor Wealth, LLC is a North Carolina–based RIA serving retail and institutional clients with financial planning and discretionary portfolio management, including tax and estate planning plus insurance/annuity guidance. Portfolios emphasize public funds, municipal bonds, and ETFs. The firm operates from three NC offices and uses SEI as a custodian.
Reported data analysis
What the numbers show
Between September 19, 2025 and July 3, 2026, reported AUM increased 24.6%, from $116.8M to $145.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 142 clients, or 23.7 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 3 reported office locations and 17 years in operation. The source data was last updated on July 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRANDON THOMAS DEMBOWIAK MR.
Chief Compliance Officer, Manager, Owner
- CRD
- #5653741
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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KEITH LYMAN CARTER
Advisor
- CRD
- #5887012
CHARLES NATHAN GOINGS
Advisor
- CRD
- #5931241
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,590,518 | $362,165 |
| Non-Discretionary | $0 | -- |
| Total | $145,590,518 | $362,165 |
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Separately Managed Accounts
SMA allocation detail is available
Ascendor Wealth, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.