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ASENDO WEALTH ADVISORY

COLUMBUS, OH · CRD 305999 · IAPD ↗ · (614) 697-2750

$866.5MRegulatory AUM
12Advisory reps
16Employees
58Clients
251-500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
October 2026 — TSG ADVICE PARTNERS, LLC is now doing business as ASENDO WEALTH ADVISORY.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
December 2025 — TSG ADVICE PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — TSG ADVICE PARTNERS, LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
September 2024 — TSG ADVICE PARTNERS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — TSG ADVICE PARTNERS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — TSG ADVICE PARTNERS, LLC crossed $500M in regulatory AUM ($482.9M -> $613.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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