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ASCENTIS ASSET MANAGEMENT, LLC

DALLAS, TX · CRD 318126 · IAPD ↗ · am.ascentis.co · 866-273-1563

$0Regulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
May 2026 — ASCENTIS ASSET MANAGEMENT, LLC changed its website from ascentisasset.com to am.ascentis.co.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
December 2025 — ASCENTIS ASSET MANAGEMENT, LLC changed its website from goldenstateam.com to ascentisasset.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
December 2025 — ASCENTIS ASSET MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
December 2025 — ASCENTIS ASSET MANAGEMENT, LLC moved its main office from SOUTH COAST METRO, CA to DALLAS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
December 2025 — GOLDEN STATE ASSET MANAGEMENT is now doing business as ASCENTIS ASSET MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
August 2024 — GOLDEN STATE ASSET MANAGEMENT notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — GOLDEN STATE ASSET MANAGEMENT crossed $500M in regulatory AUM ($362.6M -> $515.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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