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Dynasty Financial Partners, LLC

MemberAscent Wealth Partners, LLC

About Dynasty Financial Partners, LLC

Dynasty Financial Partners, LLC is listed as Member at Ascent Wealth Partners, LLC in New Hartford, NY. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Ascent Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Dynasty Financial Partners, LLC work?

Dynasty Financial Partners, LLC is listed as Member at Ascent Wealth Partners, LLC on SEC Form ADV.

How much of Ascent Wealth Partners, LLC does Dynasty Financial Partners, LLC own?

Form ADV reports a beneficial ownership band of 10-25%.

Ascent Wealth Partners, LLC

TitleMember
Ownership10-25%
Control personNo
Since2022