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ASCENTIS WEALTH MANAGEMENT, LLC

DALLAS, TX · CRD 330923 · IAPD ↗ · ascentiswealth.com · 214-440-3909

$595.7MRegulatory AUM
5Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
December 2025 — ASCENTIS WEALTH MANAGEMENT, LLC changed its website from abmeyerwealth.com to ascentiswealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
December 2025 — ASCENTIS WEALTH MANAGEMENT, LLC notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
December 2025 — ORG WEALTH PARTNERS is now doing business as ASCENTIS WEALTH MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
December 2025 — ASCENTIS WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($415.8M -> $556.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2025 — ORG WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
April 2025 — ORG WEALTH PARTNERS reported RAUM up 68% ($247.9M -> $415.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2025 — ORG WEALTH PARTNERS grew from 1 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
September 2024 — ORG WEALTH PARTNERS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
September 2024 — ORG WEALTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
May 2024 — ORG WEALTH PARTNERS (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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