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- Custodian
- Charles Schwab & Company · Principal · Prudential
- Clients
- Retail and Institutional
- Platforms
- Insight radialDelta +more
- Established Date
- 03-01-2024
- Office Locations
- 2
Office Locations
About Ascentis Wealth Management, LLC
Ascentis Wealth Management is a Dallas-based RIA providing private wealth management for affluent families and founders. The team delivers integrated financial planning, tax and legacy planning, insurance and business-succession guidance alongside portfolio construction and ongoing asset management. Investment approach emphasizes asset allocation with ETF and index-fund implementation, complemented by fixed income and select alternatives; operates on Envestnet and custodies with Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CATHERINE GAYNELL BAILEY
DIRECTOR
- CRD
- #1121134
- Ownership
- Less than 5%
MICHAEL PETER MANSUR
Advisor, President
- CRD
- #2966580
- Ownership
- Less than 5%
Prime ember
Unison vertex
- CRD
- #94454
- Ownership
- 46.8%
Showing 2 of 4 owners & executives
Unlock allContacts
KIMBERLY T ABMEYER
Founder and Wealth Advisor
- CRD
- #4288287
KEVIN SCOTT GRAY
--
- CRD
- #4609337
Foundation alpha
North peak
- CRD
- #42850
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $480,745,090 | $673,312 |
| Non-Discretionary | $114,973,976 | $1,149,740 |
| Total | $595,719,066 | $731,842 |
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Separately Managed Accounts
Total SMA Asset: $595,719,066
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $389,842,288 | 7.8% |
| Private Funds | $379,846,332 | 7.6% |
| Municipal Bonds | $464,811,959 | 9.3% |
| Cash | $719,708,839 | 14.4% |
| Derivatives | $549,777,585 | 11.0% |
| Public Funds | $279,886,771 | 5.6% |
| Corporate - Investment Grade | $1,209,510,688 | 24.2% |
| U.S. Government/Agency | $1,004,593,587 | 20.1% |
| Total | $4,997,978,049 | 100.0% |