$145.6M Total AUM
$145.6M Disc. AUM
-- 3Y CAGR
6 Employees
142 ADV. Clients
17 yrs Firm Age
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- Custodian
- Prudential · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-20-2009
- Office Locations
- 3
Office Locations
300 Judd Place Drive Fuqua-Varina NC
5700 Oleander Drive Wilmington NC
8006 Linville Road, Suite B OAK Ridge NC
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.
Team overview
47 AVG AGE
$24.3M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
11.4 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
B
BRANDON THOMAS DEMBOWIAK MR.
Chief Compliance Officer, Manager, Owner
- CRD
- #5653741
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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KEITH LYMAN CARTER
Advisor
- CRD
- #5887012
Available
Available
Available
C
CHARLES NATHAN GOINGS
Advisor
- CRD
- #5931241
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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