| Name | Title | Ownership | Since |
|---|---|---|---|
| Ascentis Operations, LLC. Control | Owner | Over 75% | 2025 |
| Clinton Wayne Sorenson Control | Chief Investment Officer | Under 5% | 2024 |
| Matthew Mark Reynolds | Chief Compliance Officer | Under 5% | 2025 |
Org Wealth Partners LLC reports $556.5 million in regulatory assets under management on its Form ADV.
Org Wealth Partners LLC reports 9 employees.
Org Wealth Partners LLC is based in Dallas, TX and has been SEC-registered since 2024.
Org Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5001 Spring Valley Rd, Suite 810w, Dallas, TX 75244 |
| Phone | 214-440-3909 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $478.1M |
| Non-discretionary | $78.5M |
| Total (RAUM) | $556.5M |