Ascent Wealth Partners, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

158898

SEC number

801-72693

Firm type

RIA

Assets under management

$1.5B as of Mar 12, 2026

Website

www.ascentwealthpartners.com ↗

Phone

315-624-7300

Address

89 Genesee Street, New Hartford, NY, 13413

Advisors at this firm

13 in our index · page 1 of 1

• Stephen Shea BasileCRD 6697788 · Saratoga Springs, NY
  IA RegisteredRegistration inactive
• Douglas Francis BissonetteCRD 2592935 · New Hartford, NY
  IA Registered
• Neil Anthony EdmondsCRD 4863332 · New Hartford, NY
  IA Registered
• Bradley Michael KowalczykCRD 3121573 · New Hartford, NY
  IA RegisteredRegistration inactive
• Nancy Lamb KowalczykCRD 5358209 · New Hartford, NY
  IA Registered
• Christopher Boyan LaiCRD 5915028 · New Hartford, NY
  IA Registered
• Scott Clyde MccartneyCRD 4938320 · New Hartford, NY
  IA Registered
• Martin Edward MoshierCRD 4342998 · Saratoga Springs, NY
  IA RegisteredRegistration inactive
• Gerard Charles MurrayCRD 1074312 · Tribes Hill, NY
  IA Registered
• Shawn Ryan NashCRD 5942592 · Saratoga Springs, NY
  IA RegisteredRegistration inactive
• Joseph Dominick SummaCRD 5879724 · New Hartford, NY
  IA RegisteredRegistration inactive
• Sophia G TsoupelisCRD 6962127 · New Hartford, NY
  IA Registered
• Timothy Mcgregor WelchonsCRD 5473106 · New Hartford, NY
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.