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ASCENSUS INVESTMENT ADVISORS, LLC

NEEDHAM, MA · CRD 120632 · IAPD ↗ · 617-454-6400

$12.97BRegulatory AUM
2Advisory reps
48Employees
10Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
September 2026 — ASCENSUS INVESTMENT ADVISORS, LLC moved its main office from NEWTON, MA to NEEDHAM, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — ASCENSUS INVESTMENT ADVISORS, LLC notice-filed in AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, KS, KY, LA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.