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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2010
- Office Locations
- 1
Office Locations
About Ascent Financial Advisors
Ascent Financial Advisors is an independent, fee-only RIA in Portland, Oregon providing comprehensive financial planning and investment management for individuals and small businesses. Services include retirement, tax and estate planning, college planning, and portfolio reviews. Portfolios commonly use ETFs and mutual funds alongside U.S. government/agency bonds, with Charles Schwab as primary custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 60 clients, or 60 clients per representative. That equates to $781.7K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on May 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Ascent Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ULRIKE LOUISE DEVOTO
Financial Advisor, Owner
- CRD
- #3109230
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,900,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ascent Financial Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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