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Ascentis Wealth Holdings, LLC

MemberGolden State Asset Management, LLC

About Ascentis Wealth Holdings, LLC

Ascentis Wealth Holdings, LLC is listed as Member at Golden State Asset Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Golden State Asset Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Ascentis Wealth Holdings, LLC work?

Ascentis Wealth Holdings, LLC is listed as Member at Golden State Asset Management, LLC on SEC Form ADV.

How much of Golden State Asset Management, LLC does Ascentis Wealth Holdings, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Golden State Asset Management, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2025