CRD: 325532
Ascent Wealth Management Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-10-2023
- Office Locations
- 1
Office Locations
About Ascent Wealth Management Group, LLC
Ascent Wealth Management Group, LLC is a registered investment adviser providing investment management and strategic wealth planning for individuals, families, and business owners. The firm pairs asset management with a consultative planning process spanning retirement, estate, insurance, education, and succession planning, with an emphasis on tax-efficient planning. Custody is through Charles Schwab & Co., and clients can view accounts and portfolios via a dedicated mobile app.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
OSCAR PINA
Advisor, Chief Compliance Officer, Managing Member, President
- CRD
- #1528635
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,951,845 | $441,176 |
| Non-Discretionary | $0 | -- |
| Total | $38,951,845 | $441,176 |
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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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