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ASCENDOR WEALTH, LLC

WILMINGTON, NC · CRD 148969 · IAPD ↗ · 910-790-0122

$145.6MRegulatory AUM
6Advisory reps
6Employees
2Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — ASCENDOR WEALTH, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
August 2025 — ASCENDOR WEALTH, LLC (WILMINGTON, NC) is newly SEC-registered with $116.8M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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