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ASCENTRIS

DENVER, CO · CRD 154814 · IAPD ↗ · ascentris.com · 303-317-6464

$121.8MRegulatory AUM
30Advisory reps
30Employees
3Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — ASCENTRIS grew from 23 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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