CRD: 158898
Ascent Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-24-2011
- Office Locations
- 3
Office Locations
About Ascent Wealth Partners, LLC
Ascent Wealth Partners is an independent, fiduciary RIA providing integrated financial planning and disciplined portfolio management, with a specialty in business succession planning for business owners and entrepreneurs. Based in New Hartford with additional NY offices, the team serves clients nationwide and commonly implements diversified portfolios using ETFs and public funds alongside high-quality fixed income, custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NEIL ANTHONY EDMONDS
Managing Director, PARTNER
- CRD
- #4863332
- Ownership
- Less than 5%
BRADLEY MICHAEL KOWALCZYK
PARTNER
- CRD
- #3121573
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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STEPHEN SHEA BASILE
Financial Advisor, General Partner
- CRD
- #6697788
DOUGLAS FRANCIS BISSONETTE
Managing Director
- CRD
- #2592935
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,437,583,054 | $645,235 |
| Non-Discretionary | $80,461,578 | $614,211 |
| Total | $1,518,044,632 | $643,512 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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