Ascent Wealth Management LLC, is a full service independent investment management and financial planning firm that is focused on helping you reach your financial dreams. The mission at Ascent Wealth Management LLC is to guide every one of our clients through the hazards of today’s financial markets. As an independent investment management firm, we have the freedom to select the best investment vehicles to help your savings work as hard for you as you have worked to earn them. The needs of every investor are different so contact our office to schedule an interview and begin the path towards your financial goals. Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of the states in which I am/we are registered to do business, please visit www.ascentwealth.net Member SIPC www.sipc.org
View Top Employees from Ascent Wealth Management LLC| Website | http://www.ascentwealth.net |
| Revenue | $6 million |
| Employees | 4 (2 on RocketReach) |
| Founded | 2013 |
| Address | 1620 W Highland St, Allentown, Pennsylvania 18102, US |
| Phone | (484) 224-3053 |
| Technologies | |
| Industry | Financial Services, Business Services General, Business Services |
| Competitors | Estes Wealth Strategies, FRS Advisors, Fulcrum Wealth Advisors, Pillar Wealth Management, Sierra Pacific Financial Advisors, LLC |
| SIC | SIC Code 73 Companies, SIC Code 874 Companies, SIC Code 87 Companies, SIC Code 736 Companies |
| NAICS | NAICS Code 56 Companies, NAICS Code 561 Companies, NAICS Code 561110 Companies, NAICS Code 5611 Companies, NAICS Code 56111 Companies |
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Ascent Wealth Management LLC Questions
The Ascent Wealth Management LLC annual revenue was $6 million in 2024.
2 people are employed at Ascent Wealth Management LLC.
Ascent Wealth Management LLC is based in Allentown, Pennsylvania.
The NAICS codes for Ascent Wealth Management LLC are [56, 561, 561110, 5611, 56111].
The SIC codes for Ascent Wealth Management LLC are [73, 874, 87, 736].
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