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ASCENTIS INDEPENDENT ADVISORS, LLC

DALLAS, TX · CRD 322879 · IAPD ↗ · schneider-wealth.com · 866-273-1563

$2.09BRegulatory AUM
39Advisory reps
43Employees
0Clients
51-100Planning clients
0Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
July 2026 — ASCENTIS INDEPENDENT ADVISORS, LLC changed its website from marshallwealthadvisors.com to schneider-wealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
June 2026 — ASCENTIS INDEPENDENT ADVISORS, LLC changed its website from ascentisadvisors.com to marshallwealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
June 2026 — ASCENTIS INDEPENDENT ADVISORS, LLC notice-filed in AL, IN, KY, LA, MD, NE, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
May 2026 — ASCENTIS INDEPENDENT ADVISORS, LLC changed its website from marshallwealthadvisors.com to ascentisadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
65
April 2026 — ASCENTIS INDEPENDENT ADVISORS, LLC reported RAUM up 27% ($1.65B -> $2.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
84
April 2026 — ASCENTIS INDEPENDENT ADVISORS, LLC grew from 25 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
February 2026 — ASCENTIS INDEPENDENT ADVISORS, LLC changed its website from heartmtwm.com to marshallwealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
February 2026 — ASCENTIS INDEPENDENT ADVISORS, LLC added office(s): 19 -> 28 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
February 2026 — GOLDEN STATE EQUITY PARTNERS, LLC is now doing business as ASCENTIS INDEPENDENT ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
February 2026 — ASCENTIS INDEPENDENT ADVISORS, LLC crossed $1B in regulatory AUM ($880.4M -> $1.65B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
January 2026 — GOLDEN STATE EQUITY PARTNERS, 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
45
December 2025 — GOLDEN STATE EQUITY PARTNERS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2025 — GOLDEN STATE EQUITY PARTNERS, LLC added office(s): 18 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
June 2025 — GOLDEN STATE EQUITY PARTNERS, LLC changed its website from schneider-wealth.com to heartmtwm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
April 2025 — GOLDEN STATE EQUITY PARTNERS, LLC changed its website from vector3wealth.com to schneider-wealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — GOLDEN STATE EQUITY PARTNERS, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — GOLDEN STATE EQUITY PARTNERS, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — GOLDEN STATE EQUITY PARTNERS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2024 — GOLDEN STATE EQUITY PARTNERS, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
28
July 2024 — GOLDEN STATE EQUITY PARTNERS, LLC changed its website from schneider-wealth.com to vector3wealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
July 2024 — GOLDEN STATE EQUITY PARTNERS, LLC notice-filed in KS, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
June 2024 — GOLDEN STATE EQUITY PARTNERS, LLC notice-filed in NY, OH, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — GOLDEN STATE EQUITY PARTNERS, LLC notice-filed in GA, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — GOLDEN STATE EQUITY PARTNERS, LLC notice-filed in HI, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — GOLDEN STATE EQUITY PARTNERS, LLC added office(s): 13 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — GOLDEN STATE EQUITY PARTNERS, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — GOLDEN STATE EQUITY PARTNERS, LLC crossed $500M in regulatory AUM ($479.5M -> $743.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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