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ASCEND INVESTMENT PARTNERS

OGDEN, UT · CRD 307667 · IAPD ↗ · ascendinvestment.com · (801) 476-1200

$661.4MRegulatory AUM
5Advisory reps
9Employees
0Clients
More than 500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

79
April 2025 — ASCEND INVESTMENT PARTNERS reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — ASCEND INVESTMENT PARTNERS crossed $500M in regulatory AUM ($456.3M -> $511.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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