Ascent Wealth Partners, LLC
New Hartford, NY·SEC-registered · CRD #158898
Ascent Wealth Partners, LLC is an SEC-registered investment advisory firm in New Hartford, NY managing $1.5B across 2.5k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
2.5k
Advisory staff
15
Fee model
Fee-only
How Ascent Wealth Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Ascent Wealth Partners, LLC
How much does Ascent Wealth Partners, LLC manage?
Per its most recent SEC Form ADV filing (03/12/2026), Ascent Wealth Partners, LLC reports $1.5B in regulatory assets under management across roughly 2.5k client accounts.
How does Ascent Wealth Partners, LLC charge?
Ascent Wealth Partners, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ascent Wealth Partners, LLC a fiduciary?
Yes. Ascent Wealth Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #158898), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ascent Wealth Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ascent Wealth Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Ascent Wealth Partners, LLC's public SEC Form ADV filing (CRD #158898, filed 03/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ascent Wealth Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ascent Wealth Partners, LLC? Claim this profile.