Wealth Manager
    Manages Private Funds

    Ascent Wealth Management

    Registered investment advisor · Kalispell, Montana · CRD #305915

    Assets Under Management
    $54M
    Client Accounts
    153
    Employees
    1
    CRD Number
    305915
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ascent Wealth Management

    Ascent Wealth Management is a registered investment advisory firm headquartered in Kalispell, Montana, managing approximately $54M in regulatory assets across 153 client accounts. The firm's full regulatory record is filed with the SEC under CRD #305915.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ascent Wealth Management

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    Frequently Asked Questions

    What is Ascent Wealth Management's AUM?

    Ascent Wealth Management reports approximately $54M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ascent Wealth Management headquartered?

    Ascent Wealth Management is headquartered in Kalispell, Montana.

    What is Ascent Wealth Management's CRD number?

    Ascent Wealth Management's CRD number is 305915. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ascent Wealth Management manage?

    Ascent Wealth Management manages approximately 153 client accounts according to its latest SEC filing.

    Is Ascent Wealth Management SEC registered?

    Ascent Wealth Management is registered as a STATE investment adviser.

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