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ASCEND INTERPLAY, LLC

NEW YORK, NY · CRD 317344 · IAPD ↗ · 914-746-0436

$390.2MRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ASCEND INTERPLAY, LLC reported RAUM up 54% ($253.5M -> $390.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — ASCEND INTERPLAY, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2024 — ASCEND INTERPLAY, LLC reported RAUM up 57% ($110.0M -> $172.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
February 2024 — ASCEND INTERPLAY, LLC changed its website from interplay.fo to ascend.fo.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
February 2024 — INTERPLAY FAMILY OFFICE LLC is now doing business as ASCEND INTERPLAY, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
67
February 2024 — ASCEND INTERPLAY, LLC grew from 3 to 5 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.