| Name | Title | Ownership | Since |
|---|---|---|---|
| Awp Holdings, LLC Control | Member | Over 75% | 2022 |
| Bradley Michael Kowalczyk Control | Partner | Under 5% | 2011 |
| Christopher Boyan Lai | Chief Investment Officer | Under 5% | 2024 |
Ascent Wealth Partners, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Ascent Wealth Partners, LLC reports 17 employees.
Ascent Wealth Partners, LLC is based in New Hartford, NY and has been SEC-registered since 2011.
Ascent Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 89 Genesee Street, New Hartford, NY 13413 |
| Phone | 315-624-7300 |
| Fax | 315-624-7305 |
| Office hours | 8:30 a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1546865 |
| Discloses disciplinary history | No |
| Discretionary | $1.44B |
| Non-discretionary | $80.5M |
| Total (RAUM) | $1.52B |